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 | $109,095 | $167,484-34.9% | $151,611-28.0% | $134,475-18.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -16.76% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $11,976 | $6,829+75.4% | $6,166+94.2% | $4,740+152.7% |
| Participant deferral / active EE | $11,598 | $8,986+29.1% | $8,363+38.7% | $6,400+81.2% |
| Admin fee / account holder | $32,462 | $13,783+135.5% | $11,616+179.5% | $11,426+184.1% |