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 | $120,826 | $42,894+181.7% | $60,874+98.5% | $68,494+76.4% |
| Participation rate | 97.1% | 66.8%+30.3pp | 73.1%+23.9pp | 67.9%+29.2pp |
| Annual return | -14.02% | -13.98%0pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,559 | $1,978+130.5% | $2,701+68.8% | $2,596+75.6% |
| Participant deferral / active EE | $5,639 | $2,867+96.7% | $3,817+47.7% | $4,027+40.0% |
| Admin fee / account holder | $12,710 | $3,101+309.9% | $3,224+294.2% | $5,403+135.2% |