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 | $106,398 | $73,867+44.0% | $143,757-26.0% | $68,494+55.3% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.11% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,437 | $3,184+70.8% | $4,951+9.8% | $2,596+109.4% |
| Participant deferral / active EE | $5,539 | $3,384+63.7% | $5,637-1.7% | $4,027+37.5% |
| Admin fee / account holder | $2,141 | $5,755-62.8% | $14,673-85.4% | $5,403-60.4% |