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 | $90,269 | $82,664+9.2% | $125,339-28.0% | $68,494+31.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,118 | $3,381-37.4% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $5,963 | $6,110-2.4% | $7,446-19.9% | $4,027+48.1% |
| Admin fee / account holder | $3,369 | $6,275-46.3% | $10,010-66.3% | $5,403-37.6% |