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 7-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 | $127,558 | $73,867+72.7% | $143,757-11.3% | $68,494+86.2% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $8,676 | $3,184+172.5% | $4,951+75.2% | $2,596+234.2% |
| Participant deferral / active EE | $5,855 | $3,384+73.0% | $5,637+3.9% | $4,027+45.4% |
| Admin fee / account holder | $15,258 | $5,755+165.1% | $14,673+4.0% | $5,403+182.4% |