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 | $136,868 | $73,867+85.3% | $143,757-4.8% | $68,494+99.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -17.66% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,577 | $3,184-19.1% | $4,951-47.9% | $2,596-0.7% |
| Participant deferral / active EE | $4,574 | $3,384+35.1% | $5,637-18.9% | $4,027+13.6% |
| Admin fee / account holder | $2,013 | $5,755-65.0% | $14,673-86.3% | $5,403-62.7% |