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 | $136,908 | $53,162+157.5% | $91,220+50.1% | $68,494+99.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 73.2%+1.8pp | 67.9%+7.1pp |
| Annual return | -15.08% | -3.14%-11.9pp | 114.01%-129.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,786 | $1,709+4.5% | $2,850-37.3% | $2,596-31.2% |
| Participant deferral / active EE | $2,696 | $2,974-9.3% | $4,234-36.3% | $4,027-33.1% |
| Admin fee / account holder | $1,817 | $4,493-59.6% | $5,420-66.5% | $5,403-66.4% |