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 | $101,784 | $72,404+40.6% | $110,238-7.7% | $64,186+58.6% |
| Participation rate | 81.3% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.8pp |
| Annual return | -2.24% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,315 | $2,282+1.5% | $3,826-39.5% | $2,381-2.8% |
| Participant deferral / active EE | $4,597 | $3,469+32.5% | $4,672-1.6% | $3,470+32.5% |
| Admin fee / account holder | $8,980 | $5,664+58.5% | $8,547+5.1% | $4,888+83.7% |