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 | $89,675 | $110,094-18.5% | $151,611-40.9% | $68,494+30.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 87.5%-14.8pp | 67.9%+4.8pp |
| Annual return | -16.35% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,740 | $4,471-61.1% | $6,166-71.8% | $2,596-33.0% |
| Participant deferral / active EE | $6,886 | $6,527+5.5% | $8,363-17.7% | $4,027+71.0% |
| Admin fee / account holder | $7,566 | $7,719-2.0% | $11,616-34.9% | $5,403+40.0% |