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 | $94,314 | $110,094-14.3% | $151,611-37.8% | $68,494+37.7% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -15.47% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,140 | $4,471-29.8% | $6,166-49.1% | $2,596+20.9% |
| Participant deferral / active EE | $5,998 | $6,527-8.1% | $8,363-28.3% | $4,027+48.9% |
| Admin fee / account holder | $10,543 | $7,719+36.6% | $11,616-9.2% | $5,403+95.1% |