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 | $119,159 | $72,404+64.6% | $110,238+8.1% | $64,186+85.6% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -6.32% | -6.29%0pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,834 | $2,282-19.6% | $3,826-52.1% | $2,381-23.0% |
| Participant deferral / active EE | $6,214 | $3,469+79.1% | $4,672+33.0% | $3,470+79.1% |
| Admin fee / account holder | $2,204 | $5,664-61.1% | $8,547-74.2% | $4,888-54.9% |