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 | $109,687 | $77,813+41.0% | $123,544-11.2% | $64,186+70.9% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.3%-5.9pp | 69.6%+6.8pp |
| Annual return | -6.15% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,716 | $3,014-43.1% | $4,628-62.9% | $2,381-27.9% |
| Participant deferral / active EE | $8,710 | $5,240+66.2% | $6,426+35.6% | $3,470+151.0% |
| Admin fee / account holder | $1,653 | $5,519-70.0% | $9,284-82.2% | $4,888-66.2% |