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 | $99,485 | $158,817-37.4% | $121,196-17.9% | $135,375-26.5% |
| Participation rate | 73.3% | 79.3%-6.0pp | 71.7%+1.6pp | 82.6%-9.3pp |
| Annual return | -4.67% | -0.64%-4.0pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,796 | $5,665-33.0% | $4,022-5.6% | $4,779-20.6% |
| Participant deferral / active EE | $5,092 | $4,005+27.1% | $3,344+52.3% | $5,609-9.2% |
| Admin fee / account holder | $8,900 | $6,512+36.7% | $5,019+77.3% | $10,827-17.8% |