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 5-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 | $123,026 | $81,900+50.2% | $119,609+2.9% | $68,494+79.6% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -17.39% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,770 | $2,693+114.2% | $4,232+36.3% | $2,596+122.2% |
| Participant deferral / active EE | $10,653 | $4,148+156.8% | $5,602+90.2% | $4,027+164.5% |
| Admin fee / account holder | $12,552 | $6,582+90.7% | $10,323+21.6% | $5,403+132.3% |