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 | $123,847 | $167,307-26.0% | $143,757-13.9% | $134,475-7.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.28% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,512 | $5,619-55.3% | $4,951-49.3% | $4,740-47.0% |
| Participant deferral / active EE | $4,763 | $6,446-26.1% | $5,637-15.5% | $6,400-25.6% |
| Admin fee / account holder | $2,047 | $18,088-88.7% | $14,673-86.0% | $11,426-82.1% |