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 | $98,233 | $110,094-10.8% | $151,611-35.2% | $68,494+43.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -15.39% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,315 | $4,471-48.2% | $6,166-62.5% | $2,596-10.8% |
| Participant deferral / active EE | $3,302 | $6,527-49.4% | $8,363-60.5% | $4,027-18.0% |
| Admin fee / account holder | $5,345 | $7,719-30.7% | $11,616-54.0% | $5,403-1.1% |