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 | $102,339 | $48,265+112.0% | $68,791+48.8% | $68,494+49.4% |
| Participation rate | 70.5% | 60.7%+9.8pp | 69.0%+1.5pp | 67.9%+2.6pp |
| Annual return | -11.14% | -12.71%+1.6pp | -6.38%-4.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,407 | $2,867+18.8% | $3,941-13.6% | $4,027-15.4% |
| Admin fee / account holder | $9,310 | $4,355+113.8% | $4,932+88.8% | $5,403+72.3% |