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 | $107,050 | $81,900+30.7% | $119,609-10.5% | $68,494+56.3% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.3pp | 67.9%+20.6pp |
| Annual return | -15.40% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,620 | $2,693-39.9% | $4,232-61.7% | $2,596-37.6% |
| Participant deferral / active EE | $7,055 | $4,148+70.1% | $5,602+25.9% | $4,027+75.2% |
| Admin fee / account holder | $8,708 | $6,582+32.3% | $10,323-15.6% | $5,403+61.2% |