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 | $108,610 | $81,900+32.6% | $119,609-9.2% | $68,494+58.6% |
| Participation rate | 75.6% | 71.9%+3.7pp | 79.3%-3.6pp | 67.9%+7.7pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,788 | $2,693+40.6% | $4,232-10.5% | $2,596+45.9% |
| Participant deferral / active EE | $6,637 | $4,148+60.0% | $5,602+18.5% | $4,027+64.8% |
| Admin fee / account holder | $7,714 | $6,582+17.2% | $10,323-25.3% | $5,403+42.8% |