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 | $134,240 | $56,357+138.2% | $104,294+28.7% | $68,494+96.0% |
| Participation rate | 90.4% | 63.3%+27.2pp | 73.3%+17.2pp | 67.9%+22.5pp |
| Annual return | -14.11% | -9.19%-4.9pp | 24.61%-38.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,076 | $1,960+56.9% | $3,372-8.8% | $2,596+18.5% |
| Participant deferral / active EE | $4,406 | $3,077+43.2% | $4,625-4.7% | $4,027+9.4% |
| Admin fee / account holder | $21,702 | $4,903+342.7% | $7,339+195.7% | $5,403+301.7% |