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 | $88,297 | $73,867+19.5% | $143,757-38.6% | $68,494+28.9% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -12.29% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,140 | $3,184-32.8% | $4,951-56.8% | $2,596-17.6% |
| Participant deferral / active EE | $2,974 | $3,384-12.1% | $5,637-47.2% | $4,027-26.2% |
| Admin fee / account holder | $4,317 | $5,755-25.0% | $14,673-70.6% | $5,403-20.1% |