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 | $126,399 | $110,094+14.8% | $151,611-16.6% | $68,494+84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.28% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $10,151 | $4,471+127.1% | $6,166+64.6% | $2,596+291.0% |
| Participant deferral / active EE | $9,406 | $6,527+44.1% | $8,363+12.5% | $4,027+133.6% |
| Admin fee / account holder | $1,131 | $7,719-85.3% | $11,616-90.3% | $5,403-79.1% |