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 | $99,798 | $110,094-9.4% | $151,611-34.2% | $68,494+45.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -17.87% | -10.12%-7.7pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,842 | $4,471-36.4% | $6,166-53.9% | $2,596+9.5% |
| Participant deferral / active EE | $4,902 | $6,527-24.9% | $8,363-41.4% | $4,027+21.7% |
| Admin fee / account holder | $3,778 | $7,719-51.1% | $11,616-67.5% | $5,403-30.1% |