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 | $107,326 | $73,867+45.3% | $143,757-25.3% | $68,494+56.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,810 | $3,184+51.0% | $4,951-2.9% | $2,596+85.2% |
| Participant deferral / active EE | $6,048 | $3,384+78.7% | $5,637+7.3% | $4,027+50.2% |
| Admin fee / account holder | $448 | $5,755-92.2% | $14,673-96.9% | $5,403-91.7% |