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 | $137,234 | $73,867+85.8% | $143,757-4.5% | $68,494+100.4% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -12.83% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $12,163 | $3,184+282.0% | $4,951+145.7% | $2,596+368.5% |
| Participant deferral / active EE | $4,593 | $3,384+35.7% | $5,637-18.5% | $4,027+14.1% |
| Admin fee / account holder | $3,683 | $5,755-36.0% | $14,673-74.9% | $5,403-31.8% |