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 | $104,290 | $73,867+41.2% | $143,757-27.5% | $68,494+52.3% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -18.43% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,656 | $3,184+109.0% | $4,951+34.4% | $2,596+156.4% |
| Participant deferral / active EE | $11,144 | $3,384+229.3% | $5,637+97.7% | $4,027+176.7% |
| Admin fee / account holder | $22,917 | $5,755+298.2% | $14,673+56.2% | $5,403+324.2% |