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 | $100,495 | $59,805+68.0% | $79,550+26.3% | $68,494+46.7% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -16.17% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,429 | $1,505+127.9% | $2,413+42.1% | $2,596+32.1% |
| Participant deferral / active EE | $4,076 | $3,024+34.8% | $3,985+2.3% | $4,027+1.2% |
| Admin fee / account holder | $730 | $4,835-84.9% | $6,832-89.3% | $5,403-86.5% |