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 | $119,013 | $56,357+111.2% | $104,294+14.1% | $68,494+73.8% |
| Participation rate | 81.0% | 63.3%+17.7pp | 73.3%+7.7pp | 67.9%+13.1pp |
| Annual return | -15.93% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,972 | $1,960+102.7% | $3,372+17.8% | $2,596+53.0% |
| Participant deferral / active EE | $6,109 | $3,077+98.5% | $4,625+32.1% | $4,027+51.7% |
| Admin fee / account holder | $2,140 | $4,903-56.3% | $7,339-70.8% | $5,403-60.4% |