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 | $100,337 | $81,900+22.5% | $119,609-16.1% | $68,494+46.5% |
| Participation rate | 84.1% | 71.9%+12.2pp | 79.3%+4.8pp | 67.9%+16.2pp |
| Annual return | -14.53% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,806 | $2,693-32.9% | $4,232-57.3% | $2,596-30.4% |
| Participant deferral / active EE | $3,797 | $4,148-8.5% | $5,602-32.2% | $4,027-5.7% |
| Admin fee / account holder | $8,949 | $6,582+36.0% | $10,323-13.3% | $5,403+65.6% |