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 | $96,067 | $167,484-42.6% | $151,611-36.6% | $134,475-28.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -11.04% | 7.80%-18.8pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,578 | $6,829-62.2% | $6,166-58.2% | $4,740-45.6% |
| Participant deferral / active EE | $5,839 | $8,986-35.0% | $8,363-30.2% | $6,400-8.8% |
| Admin fee / account holder | $12,525 | $13,783-9.1% | $11,616+7.8% | $11,426+9.6% |