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 | $98,300 | $110,094-10.7% | $151,611-35.2% | $68,494+43.5% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -15.95% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,787 | $4,471-60.0% | $6,166-71.0% | $2,596-31.2% |
| Participant deferral / active EE | $4,556 | $6,527-30.2% | $8,363-45.5% | $4,027+13.1% |
| Admin fee / account holder | $11,551 | $7,719+49.7% | $11,616-0.6% | $5,403+113.8% |