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 | $97,751 | $81,900+19.4% | $119,609-18.3% | $68,494+42.7% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -12.24% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,445 | $2,693-46.3% | $4,232-65.8% | $2,596-44.3% |
| Participant deferral / active EE | $3,985 | $4,148-3.9% | $5,602-28.9% | $4,027-1.1% |
| Admin fee / account holder | $6,185 | $6,582-6.0% | $10,323-40.1% | $5,403+14.5% |