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 | $115,844 | $73,867+56.8% | $143,757-19.4% | $68,494+69.1% |
| Participation rate | 92.2% | 66.7%+25.6pp | 80.3%+11.9pp | 67.9%+24.3pp |
| Annual return | -15.60% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,568 | $3,184-19.3% | $4,951-48.1% | $2,596-1.1% |
| Participant deferral / active EE | $4,918 | $3,384+45.3% | $5,637-12.8% | $4,027+22.1% |
| Admin fee / account holder | $1,631 | $5,755-71.7% | $14,673-88.9% | $5,403-69.8% |