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 9-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 | $103,185 | $64,707+59.5% | $112,228-8.1% | $68,494+50.6% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+30.0pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $6,152 | $2,746+124.1% | $3,635+69.3% | $2,596+137.0% |
| Participant deferral / active EE | $5,439 | $3,565+52.6% | $4,728+15.0% | $4,027+35.1% |
| Admin fee / account holder | $15,646 | $5,232+199.0% | $6,410+144.1% | $5,403+189.6% |