See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,098 | $82,664+56.2% | $125,339+3.0% | $68,494+88.5% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,430 | $3,381+1.5% | $4,814-28.7% | $2,596+32.1% |
| Participant deferral / active EE | $11,600 | $6,110+89.8% | $7,446+55.8% | $4,027+188.0% |
| Admin fee / account holder | $1,582 | $6,275-74.8% | $10,010-84.2% | $5,403-70.7% |