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 | $101,054 | $59,805+69.0% | $79,550+27.0% | $68,494+47.5% |
| Participation rate | 84.5% | 61.1%+23.4pp | 69.5%+15.0pp | 67.9%+16.6pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,298 | $1,505-13.8% | $2,413-46.2% | $2,596-50.0% |
| Participant deferral / active EE | $7,222 | $3,024+138.8% | $3,985+81.2% | $4,027+79.3% |
| Admin fee / account holder | $5,096 | $4,835+5.4% | $6,832-25.4% | $5,403-5.7% |