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 | $105,363 | $56,357+87.0% | $104,294+1.0% | $68,494+53.8% |
| Participation rate | 89.4% | 63.3%+26.1pp | 73.3%+16.1pp | 67.9%+21.5pp |
| Annual return | -16.77% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,049 | $1,960+208.6% | $3,372+79.4% | $2,596+133.0% |
| Participant deferral / active EE | $2,618 | $3,077-14.9% | $4,625-43.4% | $4,027-35.0% |
| Admin fee / account holder | $2,419 | $4,903-50.7% | $7,339-67.0% | $5,403-55.2% |