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 | $109,383 | $73,867+48.1% | $143,757-23.9% | $68,494+59.7% |
| Participation rate | 70.5% | 66.7%+3.8pp | 80.3%-9.9pp | 67.9%+2.6pp |
| Annual return | -18.41% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,638 | $3,184-48.6% | $4,951-66.9% | $2,596-36.9% |
| Participant deferral / active EE | $3,334 | $3,384-1.5% | $5,637-40.9% | $4,027-17.2% |
| Admin fee / account holder | $3,611 | $5,755-37.3% | $14,673-75.4% | $5,403-33.2% |