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 | $89,909 | $73,867+21.7% | $143,757-37.5% | $68,494+31.3% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.2pp |
| Annual return | -10.41% | 1.01%-11.4pp | -0.04%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,285 | $3,184-28.2% | $4,951-53.8% | $2,596-12.0% |
| Participant deferral / active EE | $3,919 | $3,384+15.8% | $5,637-30.5% | $4,027-2.7% |
| Admin fee / account holder | $6,204 | $5,755+7.8% | $14,673-57.7% | $5,403+14.8% |