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 | $76,714 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -11.43% | 3.52%-15.0pp | 35.91%-47.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,494 | $2,173-31.3% | $2,836-47.3% | $2,596-42.5% |
| Participant deferral / active EE | $4,352 | $3,779+15.2% | $4,656-6.5% | $4,027+8.1% |
| Admin fee / account holder | $9,208 | $6,112+50.7% | $7,493+22.9% | $5,403+70.4% |