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 | $86,307 | $110,094-21.6% | $151,611-43.1% | $68,494+26.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -17.96% | -10.12%-7.8pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,566 | $4,471-42.6% | $6,166-58.4% | $2,596-1.2% |
| Participant deferral / active EE | $5,613 | $6,527-14.0% | $8,363-32.9% | $4,027+39.4% |
| Admin fee / account holder | $1,634 | $7,719-78.8% | $11,616-85.9% | $5,403-69.8% |