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 8-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 | $112,955 | $87,540+29.0% | $75,781+49.1% | $125,391-9.9% |
| Participation rate | 81.3% | 80.2%+1.1pp | 75.8%+5.4pp | 83.2%-1.9pp |
| Annual return | -0.85% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,272 | $3,930-67.6% | $3,323-61.7% | $4,866-73.9% |
| Participant deferral / active EE | $7,375 | $4,229+74.4% | $3,651+102.0% | $5,352+37.8% |
| Admin fee / account holder | $11,807 | $6,502+81.6% | $5,299+122.8% | $9,540+23.8% |