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 | $89,701 | $167,484-46.4% | $151,611-40.8% | $134,475-33.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -6.83% | 7.80%-14.6pp | 3.33%-10.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $4,081 | $6,829-40.2% | $6,166-33.8% | $4,740-13.9% |
| Participant deferral / active EE | $9,736 | $8,986+8.4% | $8,363+16.4% | $6,400+52.1% |
| Admin fee / account holder | $24,636 | $13,783+78.7% | $11,616+112.1% | $11,426+115.6% |