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 | $101,422 | $59,805+69.6% | $79,550+27.5% | $68,494+48.1% |
| Participation rate | 95.6% | 61.1%+34.5pp | 69.5%+26.1pp | 67.9%+27.7pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,591 | $1,505+337.9% | $2,413+173.1% | $2,596+153.8% |
| Participant deferral / active EE | $4,582 | $3,024+51.5% | $3,985+15.0% | $4,027+13.8% |
| Admin fee / account holder | $3,243 | $4,835-32.9% | $6,832-52.5% | $5,403-40.0% |