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 | $101,815 | $72,404+40.6% | $110,238-7.6% | $64,186+58.6% |
| Participation rate | 95.4% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.8pp |
| Annual return | -0.64% | -6.29%+5.6pp | 314.74%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,188 | $2,282-4.1% | $3,826-42.8% | $2,381-8.1% |
| Participant deferral / active EE | $6,794 | $3,469+95.8% | $4,672+45.4% | $3,470+95.8% |
| Admin fee / account holder | $20,609 | $5,664+263.8% | $8,547+141.1% | $4,888+321.6% |