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 | $127,448 | $73,867+72.5% | $143,757-11.3% | $68,494+86.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.48% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $9,768 | $3,184+206.8% | $4,951+97.3% | $2,596+276.2% |
| Participant deferral / active EE | $5,118 | $3,384+51.2% | $5,637-9.2% | $4,027+27.1% |
| Admin fee / account holder | $69,074 | $5,755+1100.3% | $14,673+370.8% | $5,403+1178.5% |