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 | $110,773 | $73,004+51.7% | $90,749+22.1% | $68,494+61.7% |
| Participation rate | 74.2% | 70.8%+3.4pp | 75.7%-1.5pp | 67.9%+6.3pp |
| Annual return | -18.70% | -13.81%-4.9pp | -12.16%-6.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,256 | $2,193-42.7% | $2,921-57.0% | $2,596-51.6% |
| Participant deferral / active EE | $6,557 | $3,627+80.8% | $4,564+43.7% | $4,027+62.8% |
| Admin fee / account holder | $9,584 | $5,896+62.6% | $8,445+13.5% | $5,403+77.4% |