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 | $114,484 | $167,307-31.6% | $143,757-20.4% | $134,475-14.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,368 | $5,619-57.9% | $4,951-52.2% | $4,740-50.0% |
| Participant deferral / active EE | $6,867 | $6,446+6.5% | $5,637+21.8% | $6,400+7.3% |
| Admin fee / account holder | $45,115 | $18,088+149.4% | $14,673+207.5% | $11,426+294.9% |