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 | $93,572 | $72,404+29.2% | $110,238-15.1% | $64,186+45.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -6.23% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,205 | $2,282-47.2% | $3,826-68.5% | $2,381-49.4% |
| Participant deferral / active EE | $4,007 | $3,469+15.5% | $4,672-14.2% | $3,470+15.5% |
| Admin fee / account holder | $3,809 | $5,664-32.7% | $8,547-55.4% | $4,888-22.1% |