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 | $94,852 | $81,900+15.8% | $119,609-20.7% | $68,494+38.5% |
| Participation rate | 82.7% | 71.9%+10.8pp | 79.3%+3.4pp | 67.9%+14.8pp |
| Annual return | -18.04% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,016 | $2,693+12.0% | $4,232-28.7% | $2,596+16.2% |
| Participant deferral / active EE | $3,099 | $4,148-25.3% | $5,602-44.7% | $4,027-23.0% |
| Admin fee / account holder | $2,742 | $6,582-58.3% | $10,323-73.4% | $5,403-49.2% |