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 | $92,536 | $59,805+54.7% | $79,550+16.3% | $68,494+35.1% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -17.57% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,230 | $1,505-18.3% | $2,413-49.0% | $2,596-52.6% |
| Participant deferral / active EE | $7,319 | $3,024+142.0% | $3,985+83.7% | $4,027+81.8% |
| Admin fee / account holder | $2,573 | $4,835-46.8% | $6,832-62.3% | $5,403-52.4% |