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 | $131,369 | $56,357+133.1% | $104,294+26.0% | $68,494+91.8% |
| Participation rate | 90.2% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -10.48% | -9.19%-1.3pp | 24.61%-35.1pp | -7.84%-2.6pp |
| Employer contribution / active EE | $7,195 | $1,960+267.1% | $3,372+113.4% | $2,596+177.1% |
| Participant deferral / active EE | $1,989 | $3,077-35.4% | $4,625-57.0% | $4,027-50.6% |
| Admin fee / account holder | $5,322 | $4,903+8.6% | $7,339-27.5% | $5,403-1.5% |