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 | $113,941 | $81,900+39.1% | $119,609-4.7% | $68,494+66.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.23% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,839 | $2,693-31.7% | $4,232-56.6% | $2,596-29.2% |
| Participant deferral / active EE | $4,853 | $4,148+17.0% | $5,602-13.4% | $4,027+20.5% |
| Admin fee / account holder | $7,457 | $6,582+13.3% | $10,323-27.8% | $5,403+38.0% |