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 | $97,999 | $81,900+19.7% | $119,609-18.1% | $68,494+43.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -8.07% | -23.82%+15.7pp | -14.97%+6.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $3,477 | $2,693+29.1% | $4,232-17.8% | $2,596+33.9% |
| Participant deferral / active EE | $4,760 | $4,148+14.8% | $5,602-15.0% | $4,027+18.2% |
| Admin fee / account holder | $1,078 | $6,582-83.6% | $10,323-89.6% | $5,403-80.1% |