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 | $105,209 | $81,900+28.5% | $119,609-12.0% | $68,494+53.6% |
| Participation rate | 77.4% | 71.9%+5.5pp | 79.3%-1.9pp | 67.9%+9.5pp |
| Annual return | -15.36% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,595 | $2,693-3.7% | $4,232-38.7% | $2,596-0.1% |
| Participant deferral / active EE | $5,856 | $4,148+41.2% | $5,602+4.5% | $4,027+45.4% |
| Admin fee / account holder | $1,518 | $6,582-76.9% | $10,323-85.3% | $5,403-71.9% |