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 | $102,738 | $42,894+139.5% | $60,874+68.8% | $68,494+50.0% |
| Participation rate | 91.5% | 66.8%+24.8pp | 73.1%+18.4pp | 67.9%+23.7pp |
| Annual return | -14.69% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,255 | $1,978+115.1% | $2,701+57.5% | $2,596+63.9% |
| Participant deferral / active EE | $5,340 | $2,867+86.3% | $3,817+39.9% | $4,027+32.6% |
| Admin fee / account holder | $2,147 | $3,101-30.8% | $3,224-33.4% | $5,403-60.3% |