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 | $102,798 | $110,094-6.6% | $151,611-32.2% | $68,494+50.1% |
| Participation rate | 85.2% | 84.0%+1.2pp | 87.5%-2.3pp | 67.9%+17.3pp |
| Annual return | -15.91% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,004 | $4,471-55.2% | $6,166-67.5% | $2,596-22.8% |
| Participant deferral / active EE | $4,625 | $6,527-29.1% | $8,363-44.7% | $4,027+14.8% |
| Admin fee / account holder | $1,040 | $7,719-86.5% | $11,616-91.0% | $5,403-80.8% |