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 | $77,486 | $59,805+29.6% | $79,550-2.6% | $68,494+13.1% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.5%+18.0pp | 67.9%+19.6pp |
| Annual return | -14.01% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,945 | $1,505+95.7% | $2,413+22.0% | $2,596+13.4% |
| Participant deferral / active EE | $4,364 | $3,024+44.3% | $3,985+9.5% | $4,027+8.4% |
| Admin fee / account holder | $4,341 | $4,835-10.2% | $6,832-36.5% | $5,403-19.7% |