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 | $88,020 | $95,862-8.2% | $79,550+10.6% | $134,475-34.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -14.81% | -2.69%-12.1pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,731 | $3,128+19.3% | $2,413+54.6% | $4,740-21.3% |
| Participant deferral / active EE | $4,891 | $4,693+4.2% | $3,985+22.7% | $6,400-23.6% |
| Admin fee / account holder | $13,539 | $9,126+48.3% | $6,832+98.2% | $11,426+18.5% |