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 | $91,474 | $77,813+17.6% | $123,544-26.0% | $64,186+42.5% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.3%-2.6pp | 69.6%+10.1pp |
| Annual return | -5.14% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,408 | $3,014-20.1% | $4,628-48.0% | $2,381+1.2% |
| Participant deferral / active EE | $8,244 | $5,240+57.3% | $6,426+28.3% | $3,470+137.6% |
| Admin fee / account holder | $12,028 | $5,519+117.9% | $9,284+29.6% | $4,888+146.1% |