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 | $137,702 | $73,867+86.4% | $143,757-4.2% | $68,494+101.0% |
| Participation rate | 70.9% | 66.7%+4.3pp | 80.3%-9.4pp | 67.9%+3.0pp |
| Annual return | -15.98% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,163 | $3,184-63.5% | $4,951-76.5% | $2,596-55.2% |
| Participant deferral / active EE | $4,248 | $3,384+25.5% | $5,637-24.6% | $4,027+5.5% |
| Admin fee / account holder | $5,411 | $5,755-6.0% | $14,673-63.1% | $5,403+0.2% |