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 | $106,530 | $71,883+48.2% | $86,677+22.9% | $68,494+55.5% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -13.56% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,823 | $3,779+1.2% | $4,656-17.9% | $4,027-5.1% |
| Admin fee / account holder | $2,099 | $6,112-65.7% | $7,493-72.0% | $5,403-61.1% |