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 | $117,703 | $110,094+6.9% | $151,611-22.4% | $68,494+71.8% |
| Participation rate | 78.5% | 84.0%-5.5pp | 87.5%-9.0pp | 67.9%+10.6pp |
| Annual return | -13.50% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,224 | $4,471-50.2% | $6,166-63.9% | $2,596-14.3% |
| Participant deferral / active EE | $6,901 | $6,527+5.7% | $8,363-17.5% | $4,027+71.4% |
| Admin fee / account holder | $9,530 | $7,719+23.5% | $11,616-18.0% | $5,403+76.4% |