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 | $113,344 | $53,162+113.2% | $91,220+24.3% | $68,494+65.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 73.2%+1.8pp | 67.9%+7.1pp |
| Annual return | -18.81% | -3.14%-15.7pp | 114.01%-132.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,047 | $1,709-38.7% | $2,850-63.3% | $2,596-59.7% |
| Participant deferral / active EE | $4,659 | $2,974+56.7% | $4,234+10.1% | $4,027+15.7% |
| Admin fee / account holder | $4,064 | $4,493-9.6% | $5,420-25.0% | $5,403-24.8% |