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 | $119,787 | $110,094+8.8% | $151,611-21.0% | $68,494+74.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -16.24% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $7,658 | $4,471+71.3% | $6,166+24.2% | $2,596+195.0% |
| Participant deferral / active EE | $3,890 | $6,527-40.4% | $8,363-53.5% | $4,027-3.4% |
| Admin fee / account holder | $1,820 | $7,719-76.4% | $11,616-84.3% | $5,403-66.3% |