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 | $114,816 | $110,094+4.3% | $151,611-24.3% | $68,494+67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.89% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $7,051 | $4,471+57.7% | $6,166+14.4% | $2,596+171.6% |
| Participant deferral / active EE | $10,906 | $6,527+67.1% | $8,363+30.4% | $4,027+170.8% |
| Admin fee / account holder | $9,527 | $7,719+23.4% | $11,616-18.0% | $5,403+76.3% |