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 | $126,928 | $81,900+55.0% | $119,609+6.1% | $68,494+85.3% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $993 | $2,693-63.1% | $4,232-76.5% | $2,596-61.7% |
| Participant deferral / active EE | $6,154 | $4,148+48.4% | $5,602+9.8% | $4,027+52.8% |
| Admin fee / account holder | $2,591 | $6,582-60.6% | $10,323-74.9% | $5,403-52.0% |