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 | $81,976 | $59,805+37.1% | $79,550+3.0% | $68,494+19.7% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.5%+1.5pp | 67.9%+3.1pp |
| Annual return | -12.04% | -12.30%+0.3pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,276 | $1,505-15.2% | $2,413-47.1% | $2,596-50.9% |
| Participant deferral / active EE | $3,090 | $3,024+2.2% | $3,985-22.5% | $4,027-23.3% |
| Admin fee / account holder | $14,344 | $4,835+196.7% | $6,832+109.9% | $5,403+165.5% |