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 | $120,048 | $81,900+46.6% | $119,609+0.4% | $68,494+75.3% |
| Participation rate | 93.6% | 71.9%+21.7pp | 79.3%+14.4pp | 67.9%+25.7pp |
| Annual return | -14.60% | -23.82%+9.2pp | -14.97%+0.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $898 | $2,693-66.7% | $4,232-78.8% | $2,596-65.4% |
| Participant deferral / active EE | $5,682 | $4,148+37.0% | $5,602+1.4% | $4,027+41.1% |
| Admin fee / account holder | $10,275 | $6,582+56.1% | $10,323-0.5% | $5,403+90.2% |