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 | $97,385 | $59,805+62.8% | $79,550+22.4% | $68,494+42.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -15.80% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,290 | $1,505+185.1% | $2,413+77.8% | $2,596+65.2% |
| Participant deferral / active EE | $9,120 | $3,024+201.6% | $3,985+128.9% | $4,027+126.5% |
| Admin fee / account holder | $7,142 | $4,835+47.7% | $6,832+4.5% | $5,403+32.2% |