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 | $91,473 | $110,094-16.9% | $151,611-39.7% | $68,494+33.5% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -8.13% | -10.12%+2.0pp | 3.33%-11.5pp | -7.84%-0.3pp |
| Employer contribution / active EE | $2,849 | $4,471-36.3% | $6,166-53.8% | $2,596+9.7% |
| Participant deferral / active EE | $3,413 | $6,527-47.7% | $8,363-59.2% | $4,027-15.3% |
| Admin fee / account holder | $6,431 | $7,719-16.7% | $11,616-44.6% | $5,403+19.0% |