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 | $87,172 | $45,863+90.1% | $77,024+13.2% | $68,494+27.3% |
| Participation rate | 88.0% | 55.9%+32.1pp | 67.9%+20.1pp | 67.9%+20.1pp |
| Annual return | -16.88% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,602 | $1,650-2.9% | $2,812-43.0% | $2,596-38.3% |
| Participant deferral / active EE | $4,709 | $2,962+59.0% | $4,426+6.4% | $4,027+16.9% |
| Admin fee / account holder | $1,582 | $3,041-48.0% | $5,425-70.8% | $5,403-70.7% |