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 | $116,317 | $110,094+5.7% | $151,611-23.3% | $68,494+69.8% |
| Participation rate | 90.2% | 84.0%+6.3pp | 87.5%+2.7pp | 67.9%+22.4pp |
| Annual return | -15.42% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,185 | $4,471+83.1% | $6,166+32.7% | $2,596+215.2% |
| Participant deferral / active EE | $9,148 | $6,527+40.1% | $8,363+9.4% | $4,027+127.2% |
| Admin fee / account holder | $2,985 | $7,719-61.3% | $11,616-74.3% | $5,403-44.8% |