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 | $84,362 | $56,357+49.7% | $104,294-19.1% | $68,494+23.2% |
| Participation rate | 90.6% | 63.3%+27.4pp | 73.3%+17.4pp | 67.9%+22.7pp |
| Annual return | -4.56% | -9.19%+4.6pp | 24.61%-29.2pp | -7.84%+3.3pp |
| Employer contribution / active EE | $1,927 | $1,960-1.7% | $3,372-42.8% | $2,596-25.8% |
| Participant deferral / active EE | $2,890 | $3,077-6.1% | $4,625-37.5% | $4,027-28.2% |
| Admin fee / account holder | $3,113 | $4,903-36.5% | $7,339-57.6% | $5,403-42.4% |