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 | $119,576 | $73,867+61.9% | $143,757-16.8% | $68,494+74.6% |
| Participation rate | 89.6% | 66.7%+22.9pp | 80.3%+9.2pp | 67.9%+21.7pp |
| Annual return | -16.60% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,647 | $3,184+45.9% | $4,951-6.1% | $2,596+79.0% |
| Participant deferral / active EE | $3,942 | $3,384+16.5% | $5,637-30.1% | $4,027-2.1% |
| Admin fee / account holder | $27,751 | $5,755+382.2% | $14,673+89.1% | $5,403+413.7% |