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 | $98,496 | $211,958-53.5% | $169,463-41.9% | $135,375-27.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.06% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,606 | $5,120-29.6% | $4,159-13.3% | $4,779-24.5% |
| Participant deferral / active EE | $6,265 | $6,075+3.1% | $5,277+18.7% | $5,609+11.7% |
| Admin fee / account holder | $5,623 | $11,471-51.0% | $9,109-38.3% | $10,827-48.1% |