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 | $94,465 | $64,707+46.0% | $112,228-15.8% | $68,494+37.9% |
| Participation rate | 76.3% | 67.2%+9.1pp | 75.1%+1.2pp | 67.9%+8.4pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,373 | $2,746-50.0% | $3,635-62.2% | $2,596-47.1% |
| Participant deferral / active EE | $6,749 | $3,565+89.3% | $4,728+42.7% | $4,027+67.6% |
| Admin fee / account holder | $713 | $5,232-86.4% | $6,410-88.9% | $5,403-86.8% |