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 | $128,419 | $167,307-23.2% | $143,757-10.7% | $134,475-4.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.14% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,210 | $5,619+10.5% | $4,951+25.4% | $4,740+31.0% |
| Participant deferral / active EE | $4,858 | $6,446-24.6% | $5,637-13.8% | $6,400-24.1% |
| Admin fee / account holder | $2,418 | $18,088-86.6% | $14,673-83.5% | $11,426-78.8% |