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 | $99,943 | $110,094-9.2% | $151,611-34.1% | $68,494+45.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,760 | $4,471+6.5% | $6,166-22.8% | $2,596+83.3% |
| Participant deferral / active EE | $10,835 | $6,527+66.0% | $8,363+29.6% | $4,027+169.1% |
| Admin fee / account holder | $2,623 | $7,719-66.0% | $11,616-77.4% | $5,403-51.4% |