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 | $79,678 | $110,094-27.6% | $151,611-47.4% | $68,494+16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -5.09% | -10.12%+5.0pp | 3.33%-8.4pp | -7.84%+2.8pp |
| Employer contribution / active EE | $2,899 | $4,471-35.2% | $6,166-53.0% | $2,596+11.6% |
| Participant deferral / active EE | $4,650 | $6,527-28.8% | $8,363-44.4% | $4,027+15.5% |
| Admin fee / account holder | $4,287 | $7,719-44.5% | $11,616-63.1% | $5,403-20.7% |