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 | $123,936 | $73,004+69.8% | $90,749+36.6% | $68,494+80.9% |
| Participation rate | 81.5% | 70.8%+10.6pp | 75.7%+5.8pp | 67.9%+13.6pp |
| Annual return | -18.29% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,146 | $2,193-2.1% | $2,921-26.5% | $2,596-17.3% |
| Participant deferral / active EE | $3,374 | $3,627-7.0% | $4,564-26.1% | $4,027-16.2% |
| Admin fee / account holder | $4,816 | $5,896-18.3% | $8,445-43.0% | $5,403-10.9% |