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 | $89,109 | $94,529-5.7% | $140,016-36.4% | $64,186+38.8% |
| Participation rate | 76.2% | 84.1%-7.9pp | 87.5%-11.3pp | 69.6%+6.6pp |
| Annual return | -3.80% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,068 | $3,812-45.8% | $5,606-63.1% | $2,381-13.1% |
| Participant deferral / active EE | $4,408 | $5,250-16.0% | $6,927-36.4% | $3,470+27.0% |
| Admin fee / account holder | $11,984 | $6,741+77.8% | $10,705+11.9% | $4,888+145.2% |