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 | $85,420 | $94,529-9.6% | $140,016-39.0% | $64,186+33.1% |
| Participation rate | 80.6% | 84.1%-3.4pp | 87.5%-6.9pp | 69.6%+11.1pp |
| Annual return | -3.12% | 7.77%-10.9pp | 651.12%-654.2pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,334 | $3,812-38.8% | $5,606-58.4% | $2,381-2.0% |
| Participant deferral / active EE | $3,212 | $5,250-38.8% | $6,927-53.6% | $3,470-7.4% |
| Admin fee / account holder | $4,970 | $6,741-26.3% | $10,705-53.6% | $4,888+1.7% |