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 | $94,561 | $81,900+15.5% | $119,609-20.9% | $68,494+38.1% |
| Participation rate | 79.3% | 71.9%+7.4pp | 79.3%+0.1pp | 67.9%+11.4pp |
| Annual return | -12.34% | -23.82%+11.5pp | -14.97%+2.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,986 | $2,693+10.9% | $4,232-29.4% | $2,596+15.0% |
| Participant deferral / active EE | $6,054 | $4,148+46.0% | $5,602+8.1% | $4,027+50.3% |
| Admin fee / account holder | $3,555 | $6,582-46.0% | $10,323-65.6% | $5,403-34.2% |