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 | $74,595 | $110,094-32.2% | $151,611-50.8% | $68,494+8.9% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -12.90% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,119 | $4,471-52.6% | $6,166-65.6% | $2,596-18.4% |
| Participant deferral / active EE | $4,108 | $6,527-37.1% | $8,363-50.9% | $4,027+2.0% |
| Admin fee / account holder | $3,887 | $7,719-49.6% | $11,616-66.5% | $5,403-28.1% |