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 | $129,878 | $64,707+100.7% | $112,228+15.7% | $68,494+89.6% |
| Participation rate | 88.1% | 67.2%+21.0pp | 75.1%+13.1pp | 67.9%+20.2pp |
| Annual return | -13.54% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $7,690 | $2,746+180.1% | $3,635+111.6% | $2,596+196.2% |
| Participant deferral / active EE | $6,303 | $3,565+76.8% | $4,728+33.3% | $4,027+56.5% |
| Admin fee / account holder | $3,859 | $5,232-26.2% | $6,410-39.8% | $5,403-28.6% |