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 | $82,464 | $73,867+11.6% | $143,757-42.6% | $68,494+20.4% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,186 | $3,184-31.3% | $4,951-55.8% | $2,596-15.8% |
| Participant deferral / active EE | $4,833 | $3,384+42.8% | $5,637-14.3% | $4,027+20.0% |
| Admin fee / account holder | $21,945 | $5,755+281.3% | $14,673+49.6% | $5,403+306.2% |