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 9-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 | $97,788 | $73,867+32.4% | $143,757-32.0% | $68,494+42.8% |
| Participation rate | 81.9% | 66.7%+15.3pp | 80.3%+1.6pp | 67.9%+14.1pp |
| Annual return | -13.08% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,675 | $3,184-16.0% | $4,951-46.0% | $2,596+3.0% |
| Participant deferral / active EE | $5,123 | $3,384+51.4% | $5,637-9.1% | $4,027+27.2% |
| Admin fee / account holder | $24,839 | $5,755+331.6% | $14,673+69.3% | $5,403+359.7% |