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 | $99,454 | $110,094-9.7% | $151,611-34.4% | $68,494+45.2% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -17.61% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,987 | $4,471-55.5% | $6,166-67.8% | $2,596-23.5% |
| Participant deferral / active EE | $4,610 | $6,527-29.4% | $8,363-44.9% | $4,027+14.5% |
| Admin fee / account holder | $27,629 | $7,719+258.0% | $11,616+137.9% | $5,403+411.4% |