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 | $113,984 | $64,707+76.2% | $112,228+1.6% | $68,494+66.4% |
| Participation rate | 79.2% | 67.2%+12.0pp | 75.1%+4.1pp | 67.9%+11.3pp |
| Annual return | -17.70% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $10,409 | $2,746+279.1% | $3,635+186.4% | $2,596+300.9% |
| Participant deferral / active EE | $3,600 | $3,565+1.0% | $4,728-23.9% | $4,027-10.6% |
| Admin fee / account holder | $8,396 | $5,232+60.5% | $6,410+31.0% | $5,403+55.4% |