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 | $107,829 | $73,004+47.7% | $90,749+18.8% | $68,494+57.4% |
| Participation rate | 85.4% | 70.8%+14.6pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -14.55% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,031 | $2,193+220.6% | $2,921+140.7% | $2,596+170.8% |
| Participant deferral / active EE | $4,744 | $3,627+30.8% | $4,564+3.9% | $4,027+17.8% |
| Admin fee / account holder | $8,580 | $5,896+45.5% | $8,445+1.6% | $5,403+58.8% |