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 | $112,434 | $56,357+99.5% | $104,294+7.8% | $68,494+64.2% |
| Participation rate | 73.1% | 63.3%+9.8pp | 73.3%-0.2pp | 67.9%+5.2pp |
| Annual return | -17.04% | -9.19%-7.9pp | 24.61%-41.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,730 | $1,960+39.3% | $3,372-19.0% | $2,596+5.1% |
| Participant deferral / active EE | $7,592 | $3,077+146.7% | $4,625+64.1% | $4,027+88.5% |
| Admin fee / account holder | $1,788 | $4,903-63.5% | $7,339-75.6% | $5,403-66.9% |