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 | $103,917 | $73,867+40.7% | $143,757-27.7% | $68,494+51.7% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -13.93% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $6,130 | $3,184+92.5% | $4,951+23.8% | $2,596+136.1% |
| Participant deferral / active EE | $3,771 | $3,384+11.4% | $5,637-33.1% | $4,027-6.4% |
| Admin fee / account holder | $3,192 | $5,755-44.5% | $14,673-78.2% | $5,403-40.9% |