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 | $116,396 | $73,867+57.6% | $143,757-19.0% | $68,494+69.9% |
| Participation rate | 89.4% | 66.7%+22.7pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -17.27% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,382 | $3,184+100.4% | $4,951+28.9% | $2,596+145.8% |
| Participant deferral / active EE | $4,996 | $3,384+47.6% | $5,637-11.4% | $4,027+24.0% |
| Admin fee / account holder | $7,002 | $5,755+21.7% | $14,673-52.3% | $5,403+29.6% |