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 | $138,260 | $73,867+87.2% | $143,757-3.8% | $68,494+101.9% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -12.17% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,720 | $3,184+111.0% | $4,951+35.7% | $2,596+158.8% |
| Participant deferral / active EE | $4,256 | $3,384+25.8% | $5,637-24.5% | $4,027+5.7% |
| Admin fee / account holder | $12,015 | $5,755+108.8% | $14,673-18.1% | $5,403+122.4% |