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 | $79,704 | $110,094-27.6% | $151,611-47.4% | $68,494+16.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.97% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,470 | $4,471-67.1% | $6,166-76.2% | $2,596-43.4% |
| Participant deferral / active EE | $4,127 | $6,527-36.8% | $8,363-50.7% | $4,027+2.5% |
| Admin fee / account holder | $4,222 | $7,719-45.3% | $11,616-63.6% | $5,403-21.8% |