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 | $108,963 | $64,707+68.4% | $112,228-2.9% | $68,494+59.1% |
| Participation rate | 88.6% | 67.2%+21.4pp | 75.1%+13.5pp | 67.9%+20.7pp |
| Annual return | -14.82% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,426 | $2,746-11.6% | $3,635-33.2% | $2,596-6.5% |
| Participant deferral / active EE | $4,966 | $3,565+39.3% | $4,728+5.0% | $4,027+23.3% |
| Admin fee / account holder | $2,036 | $5,232-61.1% | $6,410-68.2% | $5,403-62.3% |