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 | $115,572 | $56,357+105.1% | $104,294+10.8% | $68,494+68.7% |
| Participation rate | 81.8% | 63.3%+18.6pp | 73.3%+8.6pp | 67.9%+13.9pp |
| Annual return | -14.31% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,763 | $1,960+92.0% | $3,372+11.6% | $2,596+44.9% |
| Participant deferral / active EE | $5,051 | $3,077+64.1% | $4,625+9.2% | $4,027+25.4% |
| Admin fee / account holder | $8,165 | $4,903+66.5% | $7,339+11.2% | $5,403+51.1% |