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 | $99,279 | $131,829-24.7% | $108,579-8.6% | $273,961-63.8% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 7.77% | -91.57%+99.3pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,410 | $4,912-30.6% | $3,758-9.3% | $4,869-30.0% |
| Participant deferral / active EE | $7,133 | $5,127+39.1% | $4,311+65.5% | $5,287+34.9% |
| Admin fee / account holder | $4,715 | $10,252-54.0% | $7,645-38.3% | $10,132-53.5% |