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 | $79,701 | $110,094-27.6% | $151,611-47.4% | $68,494+16.4% |
| Participation rate | 98.9% | 84.0%+15.0pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -16.21% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,142 | $4,471-7.4% | $6,166-32.8% | $2,596+59.5% |
| Participant deferral / active EE | $8,157 | $6,527+25.0% | $8,363-2.5% | $4,027+102.5% |
| Admin fee / account holder | $10,077 | $7,719+30.6% | $11,616-13.2% | $5,403+86.5% |