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 | $134,929 | $81,900+64.7% | $119,609+12.8% | $68,494+97.0% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -18.83% | -23.82%+5.0pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,208 | $2,693-55.1% | $4,232-71.5% | $2,596-53.5% |
| Participant deferral / active EE | $4,680 | $4,148+12.8% | $5,602-16.5% | $4,027+16.2% |
| Admin fee / account holder | $2,172 | $6,582-67.0% | $10,323-79.0% | $5,403-59.8% |