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 | $98,454 | $95,862+2.7% | $79,550+23.8% | $134,475-26.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -15.67% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,646 | $3,128-15.4% | $2,413+9.7% | $4,740-44.2% |
| Participant deferral / active EE | $6,031 | $4,693+28.5% | $3,985+51.3% | $6,400-5.8% |
| Admin fee / account holder | $4,836 | $9,126-47.0% | $6,832-29.2% | $11,426-57.7% |