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 | $89,779 | $127,386-29.5% | $115,037-22.0% | $125,391-28.4% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.83% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,551 | $5,166-70.0% | $4,608-66.3% | $4,866-68.1% |
| Participant deferral / active EE | $4,359 | $6,423-32.1% | $6,026-27.7% | $5,352-18.6% |
| Admin fee / account holder | $6,382 | $9,516-32.9% | $8,175-21.9% | $9,540-33.1% |