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 | $117,032 | $59,805+95.7% | $79,550+47.1% | $68,494+70.9% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -15.84% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,665 | $1,505+10.6% | $2,413-31.0% | $2,596-35.9% |
| Participant deferral / active EE | $3,895 | $3,024+28.8% | $3,985-2.3% | $4,027-3.3% |
| Admin fee / account holder | $19,790 | $4,835+309.3% | $6,832+189.6% | $5,403+266.3% |