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 | $112,494 | $81,900+37.4% | $119,609-5.9% | $68,494+64.2% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -7.59% | -23.82%+16.2pp | -14.97%+7.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $731 | $2,693-72.9% | $4,232-82.7% | $2,596-71.9% |
| Participant deferral / active EE | $3,555 | $4,148-14.3% | $5,602-36.5% | $4,027-11.7% |
| Admin fee / account holder | $7,447 | $6,582+13.1% | $10,323-27.9% | $5,403+37.8% |