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 | $106,073 | $81,900+29.5% | $119,609-11.3% | $68,494+54.9% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -11.23% | -23.82%+12.6pp | -14.97%+3.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $12,000 | $2,693+345.5% | $4,232+183.6% | $2,596+362.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,587 | $6,582+0.1% | $10,323-36.2% | $5,403+21.9% |