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 | $109,758 | $81,900+34.0% | $119,609-8.2% | $68,494+60.2% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -17.72% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,299 | $2,693+22.5% | $4,232-22.0% | $2,596+27.1% |
| Participant deferral / active EE | $4,595 | $4,148+10.8% | $5,602-18.0% | $4,027+14.1% |
| Admin fee / account holder | $13,368 | $6,582+103.1% | $10,323+29.5% | $5,403+147.4% |