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 | $102,063 | $73,867+38.2% | $143,757-29.0% | $68,494+49.0% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -16.20% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,734 | $3,184+80.1% | $4,951+15.8% | $2,596+120.8% |
| Participant deferral / active EE | $9,024 | $3,384+166.6% | $5,637+60.1% | $4,027+124.1% |
| Admin fee / account holder | $4,323 | $5,755-24.9% | $14,673-70.5% | $5,403-20.0% |