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 | $115,691 | $81,900+41.3% | $119,609-3.3% | $68,494+68.9% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -17.17% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $720 | $2,693-73.3% | $4,232-83.0% | $2,596-72.3% |
| Participant deferral / active EE | $6,588 | $4,148+58.8% | $5,602+17.6% | $4,027+63.6% |
| Admin fee / account holder | $5,287 | $6,582-19.7% | $10,323-48.8% | $5,403-2.1% |