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 | $81,374 | $73,867+10.2% | $143,757-43.4% | $68,494+18.8% |
| Participation rate | 91.4% | 66.7%+24.8pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -15.94% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,127 | $3,184+29.6% | $4,951-16.6% | $2,596+58.9% |
| Participant deferral / active EE | $5,659 | $3,384+67.2% | $5,637+0.4% | $4,027+40.5% |
| Admin fee / account holder | $13,888 | $5,755+141.3% | $14,673-5.4% | $5,403+157.0% |