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 | $104,894 | $110,094-4.7% | $151,611-30.8% | $68,494+53.1% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -14.50% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,989 | $4,471-33.2% | $6,166-51.5% | $2,596+15.1% |
| Participant deferral / active EE | $3,661 | $6,527-43.9% | $8,363-56.2% | $4,027-9.1% |
| Admin fee / account holder | $5,533 | $7,719-28.3% | $11,616-52.4% | $5,403+2.4% |