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 | $129,049 | $110,094+17.2% | $151,611-14.9% | $68,494+88.4% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -14.72% | -10.12%-4.6pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $8,064 | $4,471+80.4% | $6,166+30.8% | $2,596+210.6% |
| Participant deferral / active EE | $13,092 | $6,527+100.6% | $8,363+56.5% | $4,027+225.1% |
| Admin fee / account holder | $1,255 | $7,719-83.7% | $11,616-89.2% | $5,403-76.8% |