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 | $110,466 | $81,900+34.9% | $119,609-7.6% | $68,494+61.3% |
| Participation rate | 97.1% | 71.9%+25.3pp | 79.3%+17.9pp | 67.9%+29.3pp |
| Annual return | -16.19% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,316 | $2,693+97.4% | $4,232+25.6% | $2,596+104.8% |
| Participant deferral / active EE | $7,033 | $4,148+69.6% | $5,602+25.5% | $4,027+74.6% |
| Admin fee / account holder | $4,585 | $6,582-30.3% | $10,323-55.6% | $5,403-15.1% |