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 | $115,153 | $73,867+55.9% | $143,757-19.9% | $68,494+68.1% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -16.52% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,219 | $3,184-30.3% | $4,951-55.2% | $2,596-14.6% |
| Participant deferral / active EE | $4,594 | $3,384+35.7% | $5,637-18.5% | $4,027+14.1% |
| Admin fee / account holder | $2,020 | $5,755-64.9% | $14,673-86.2% | $5,403-62.6% |