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 | $102,807 | $81,900+25.5% | $119,609-14.0% | $68,494+50.1% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.7pp | 67.9%+15.0pp |
| Annual return | -12.77% | -23.82%+11.0pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,268 | $2,693-15.8% | $4,232-46.4% | $2,596-12.7% |
| Participant deferral / active EE | $4,530 | $4,148+9.2% | $5,602-19.1% | $4,027+12.5% |
| Admin fee / account holder | $24,416 | $6,582+271.0% | $10,323+136.5% | $5,403+351.9% |