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 | $112,837 | $167,307-32.6% | $143,757-21.5% | $134,475-16.1% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.60% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $9,146 | $5,619+62.8% | $4,951+84.7% | $4,740+93.0% |
| Participant deferral / active EE | $3,637 | $6,446-43.6% | $5,637-35.5% | $6,400-43.2% |
| Admin fee / account holder | $47,718 | $18,088+163.8% | $14,673+225.2% | $11,426+317.6% |