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 | $92,297 | $110,094-16.2% | $151,611-39.1% | $68,494+34.8% |
| Participation rate | 96.5% | 84.0%+12.5pp | 87.5%+9.0pp | 67.9%+28.6pp |
| Annual return | -15.54% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,329 | $4,471+63.9% | $6,166+18.9% | $2,596+182.3% |
| Participant deferral / active EE | $6,591 | $6,527+1.0% | $8,363-21.2% | $4,027+63.7% |
| Admin fee / account holder | $3,978 | $7,719-48.5% | $11,616-65.8% | $5,403-26.4% |