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 | $89,634 | $110,094-18.6% | $151,611-40.9% | $68,494+30.9% |
| Participation rate | 78.4% | 84.0%-5.6pp | 87.5%-9.1pp | 67.9%+10.5pp |
| Annual return | -15.14% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,220 | $4,471-50.3% | $6,166-64.0% | $2,596-14.5% |
| Participant deferral / active EE | $4,281 | $6,527-34.4% | $8,363-48.8% | $4,027+6.3% |
| Admin fee / account holder | $10,229 | $7,719+32.5% | $11,616-11.9% | $5,403+89.3% |