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 | $85,500 | $73,004+17.1% | $90,749-5.8% | $68,494+24.8% |
| Participation rate | 70.1% | 70.8%-0.7pp | 75.7%-5.5pp | 67.9%+2.3pp |
| Annual return | -16.62% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,505 | $2,193-31.4% | $2,921-48.5% | $2,596-42.0% |
| Participant deferral / active EE | $3,467 | $3,627-4.4% | $4,564-24.0% | $4,027-13.9% |
| Admin fee / account holder | $17,865 | $5,896+203.0% | $8,445+111.6% | $5,403+230.7% |