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 | $97,199 | $42,894+126.6% | $60,874+59.7% | $68,494+41.9% |
| Participation rate | 80.6% | 66.8%+13.9pp | 73.1%+7.5pp | 67.9%+12.8pp |
| Annual return | -9.46% | -13.98%+4.5pp | 16.90%-26.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $9,276 | $1,978+369.0% | $2,701+243.4% | $2,596+257.3% |
| Participant deferral / active EE | $3,091 | $2,867+7.8% | $3,817-19.0% | $4,027-23.3% |
| Admin fee / account holder | $3,949 | $3,101+27.4% | $3,224+22.5% | $5,403-26.9% |