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 | $111,086 | $81,900+35.6% | $119,609-7.1% | $68,494+62.2% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -12.30% | -23.82%+11.5pp | -14.97%+2.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,800 | $2,693+78.2% | $4,232+13.4% | $2,596+84.9% |
| Participant deferral / active EE | $6,517 | $4,148+57.1% | $5,602+16.3% | $4,027+61.8% |
| Admin fee / account holder | $7,247 | $6,582+10.1% | $10,323-29.8% | $5,403+34.1% |