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 | $94,314 | $110,094-14.3% | $151,611-37.8% | $68,494+37.7% |
| Participation rate | 94.9% | 84.0%+11.0pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -11.90% | -10.12%-1.8pp | 3.33%-15.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,152 | $4,471-29.5% | $6,166-48.9% | $2,596+21.4% |
| Participant deferral / active EE | $5,398 | $6,527-17.3% | $8,363-35.5% | $4,027+34.0% |
| Admin fee / account holder | $7,777 | $7,719+0.8% | $11,616-33.1% | $5,403+43.9% |