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 | $123,274 | $81,900+50.5% | $119,609+3.1% | $68,494+80.0% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -12.88% | -23.82%+10.9pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,768 | $2,693+114.2% | $4,232+36.3% | $2,596+122.2% |
| Participant deferral / active EE | $7,263 | $4,148+75.1% | $5,602+29.6% | $4,027+80.3% |
| Admin fee / account holder | $1,434 | $6,582-78.2% | $10,323-86.1% | $5,403-73.5% |