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 | $96,979 | $64,707+49.9% | $112,228-13.6% | $68,494+41.6% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -17.49% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $21,056 | $2,746+666.8% | $3,635+479.3% | $2,596+711.0% |
| Participant deferral / active EE | $1,725 | $3,565-51.6% | $4,728-63.5% | $4,027-57.2% |
| Admin fee / account holder | $7,508 | $5,232+43.5% | $6,410+17.1% | $5,403+39.0% |