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 | $124,925 | $73,004+71.1% | $90,749+37.7% | $68,494+82.4% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -15.52% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,567 | $2,193+62.7% | $2,921+22.1% | $2,596+37.4% |
| Participant deferral / active EE | $7,116 | $3,627+96.2% | $4,564+55.9% | $4,027+76.7% |
| Admin fee / account holder | $1,467 | $5,896-75.1% | $8,445-82.6% | $5,403-72.9% |