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 | $78,282 | $54,229+44.4% | $70,092+11.7% | $68,494+14.3% |
| Participation rate | 93.9% | 64.5%+29.5pp | 70.5%+23.5pp | 67.9%+26.1pp |
| Annual return | -15.36% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,619 | $2,018+79.3% | $2,559+41.4% | $2,596+39.4% |
| Participant deferral / active EE | $5,239 | $2,956+77.3% | $3,849+36.1% | $4,027+30.1% |
| Admin fee / account holder | $1,971 | $4,694-58.0% | $6,267-68.6% | $5,403-63.5% |