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 | $110,207 | $73,867+49.2% | $143,757-23.3% | $68,494+60.9% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,694 | $3,184+78.8% | $4,951+15.0% | $2,596+119.3% |
| Participant deferral / active EE | $4,663 | $3,384+37.8% | $5,637-17.3% | $4,027+15.8% |
| Admin fee / account holder | $3,392 | $5,755-41.0% | $14,673-76.9% | $5,403-37.2% |