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 | $110,213 | $73,867+49.2% | $143,757-23.3% | $68,494+60.9% |
| Participation rate | 89.1% | 66.7%+22.4pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -13.67% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $12,685 | $3,184+298.4% | $4,951+156.2% | $2,596+388.6% |
| Participant deferral / active EE | $6,928 | $3,384+104.7% | $5,637+22.9% | $4,027+72.0% |
| Admin fee / account holder | $3,154 | $5,755-45.2% | $14,673-78.5% | $5,403-41.6% |