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 7-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 | $96,201 | $81,900+17.5% | $119,609-19.6% | $68,494+40.5% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -16.62% | -23.82%+7.2pp | -14.97%-1.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,105 | $2,693-59.0% | $4,232-73.9% | $2,596-57.4% |
| Participant deferral / active EE | $1,993 | $4,148-51.9% | $5,602-64.4% | $4,027-50.5% |
| Admin fee / account holder | $3,425 | $6,582-48.0% | $10,323-66.8% | $5,403-36.6% |