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 | $100,032 | $110,094-9.1% | $151,611-34.0% | $68,494+46.0% |
| Participation rate | 85.9% | 84.0%+1.9pp | 87.5%-1.6pp | 67.9%+18.0pp |
| Annual return | -4.00% | -10.12%+6.1pp | 3.33%-7.3pp | -7.84%+3.8pp |
| Employer contribution / active EE | $3,627 | $4,471-18.9% | $6,166-41.2% | $2,596+39.7% |
| Participant deferral / active EE | $4,915 | $6,527-24.7% | $8,363-41.2% | $4,027+22.0% |
| Admin fee / account holder | $4,959 | $7,719-35.7% | $11,616-57.3% | $5,403-8.2% |