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 | $120,366 | $73,867+62.9% | $143,757-16.3% | $68,494+75.7% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -13.15% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $8,833 | $3,184+177.4% | $4,951+78.4% | $2,596+240.2% |
| Participant deferral / active EE | $4,270 | $3,384+26.2% | $5,637-24.2% | $4,027+6.0% |
| Admin fee / account holder | $2,451 | $5,755-57.4% | $14,673-83.3% | $5,403-54.6% |