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 | $109,640 | $59,805+83.3% | $79,550+37.8% | $68,494+60.1% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -17.45% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,979 | $1,505+97.9% | $2,413+23.5% | $2,596+14.7% |
| Participant deferral / active EE | $6,934 | $3,024+129.3% | $3,985+74.0% | $4,027+72.2% |
| Admin fee / account holder | $3,772 | $4,835-22.0% | $6,832-44.8% | $5,403-30.2% |