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 | $131,980 | $73,867+78.7% | $143,757-8.2% | $68,494+92.7% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -17.79% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,674 | $3,184+78.2% | $4,951+14.6% | $2,596+118.5% |
| Participant deferral / active EE | $5,861 | $3,384+73.2% | $5,637+4.0% | $4,027+45.5% |
| Admin fee / account holder | $6,002 | $5,755+4.3% | $14,673-59.1% | $5,403+11.1% |