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 | $97,919 | $110,094-11.1% | $151,611-35.4% | $68,494+43.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -18.46% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,100 | $4,471-8.3% | $6,166-33.5% | $2,596+57.9% |
| Participant deferral / active EE | $9,393 | $6,527+43.9% | $8,363+12.3% | $4,027+133.2% |
| Admin fee / account holder | $6,417 | $7,719-16.9% | $11,616-44.8% | $5,403+18.8% |