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 | $124,106 | $81,900+51.5% | $119,609+3.8% | $68,494+81.2% |
| Participation rate | 82.3% | 71.9%+10.4pp | 79.3%+3.0pp | 67.9%+14.4pp |
| Annual return | -13.59% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,027 | $2,693-61.9% | $4,232-75.7% | $2,596-60.5% |
| Participant deferral / active EE | $4,260 | $4,148+2.7% | $5,602-24.0% | $4,027+5.8% |
| Admin fee / account holder | $1,813 | $6,582-72.5% | $10,323-82.4% | $5,403-66.4% |