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 | $93,198 | $92,222+1.1% | $76,768+21.4% | $135,375-31.2% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -4.60% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,855 | $3,216-42.3% | $2,485-25.4% | $4,779-61.2% |
| Participant deferral / active EE | $6,439 | $4,509+42.8% | $3,852+67.2% | $5,609+14.8% |
| Admin fee / account holder | $16,695 | $10,748+55.3% | $6,675+150.1% | $10,827+54.2% |