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 | $104,731 | $64,707+61.9% | $112,228-6.7% | $68,494+52.9% |
| Participation rate | 93.0% | 67.2%+25.9pp | 75.1%+18.0pp | 67.9%+25.1pp |
| Annual return | -15.48% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $15,782 | $2,746+474.7% | $3,635+334.2% | $2,596+507.9% |
| Participant deferral / active EE | $4,979 | $3,565+39.7% | $4,728+5.3% | $4,027+23.6% |
| Admin fee / account holder | $8,487 | $5,232+62.2% | $6,410+32.4% | $5,403+57.1% |