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 | $111,283 | $56,357+97.5% | $104,294+6.7% | $68,494+62.5% |
| Participation rate | 73.3% | 63.3%+10.1pp | 73.3%+0.1pp | 67.9%+5.4pp |
| Annual return | -16.77% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,810 | $1,960-7.7% | $3,372-46.3% | $2,596-30.3% |
| Participant deferral / active EE | $4,178 | $3,077+35.8% | $4,625-9.7% | $4,027+3.7% |
| Admin fee / account holder | $20,203 | $4,903+312.1% | $7,339+175.3% | $5,403+273.9% |