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 | $111,482 | $64,707+72.3% | $112,228-0.7% | $68,494+62.8% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -10.33% | -11.40%+1.1pp | 27.45%-37.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,121 | $2,746+13.7% | $3,635-14.1% | $2,596+20.2% |
| Participant deferral / active EE | $8,565 | $3,565+140.3% | $4,728+81.2% | $4,027+112.7% |
| Admin fee / account holder | $3,244 | $5,232-38.0% | $6,410-49.4% | $5,403-39.9% |