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 | $102,706 | $76,912+33.5% | $129,110-20.5% | $68,494+49.9% |
| Participation rate | 96.4% | 69.1%+27.3pp | 77.3%+19.2pp | 67.9%+28.5pp |
| Annual return | -16.24% | -9.78%-6.5pp | -10.94%-5.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,767 | $3,243-14.7% | $5,052-45.2% | $2,596+6.6% |
| Participant deferral / active EE | $10,143 | $4,732+114.3% | $6,542+55.0% | $4,027+151.9% |
| Admin fee / account holder | $470 | $6,638-92.9% | $14,302-96.7% | $5,403-91.3% |