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 | $79,448 | $59,805+32.8% | $79,550-0.1% | $68,494+16.0% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.5%+9.3pp | 67.9%+10.9pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,359 | $1,505-9.7% | $2,413-43.7% | $2,596-47.6% |
| Participant deferral / active EE | $3,788 | $3,024+25.3% | $3,985-4.9% | $4,027-5.9% |
| Admin fee / account holder | $2,005 | $4,835-58.5% | $6,832-70.7% | $5,403-62.9% |