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 | $135,862 | $82,664+64.4% | $125,339+8.4% | $68,494+98.4% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,704 | $3,381+68.7% | $4,814+18.5% | $2,596+119.7% |
| Participant deferral / active EE | $8,259 | $6,110+35.2% | $7,446+10.9% | $4,027+105.1% |
| Admin fee / account holder | $3,382 | $6,275-46.1% | $10,010-66.2% | $5,403-37.4% |