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 | $91,450 | $81,900+11.7% | $119,609-23.5% | $68,494+33.5% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | -14.00% | -23.82%+9.8pp | -14.97%+1.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $957 | $2,693-64.5% | $4,232-77.4% | $2,596-63.1% |
| Participant deferral / active EE | $4,430 | $4,148+6.8% | $5,602-20.9% | $4,027+10.0% |
| Admin fee / account holder | $495 | $6,582-92.5% | $10,323-95.2% | $5,403-90.8% |