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 | $97,063 | $59,805+62.3% | $79,550+22.0% | $68,494+41.7% |
| Participation rate | 90.8% | 61.1%+29.7pp | 69.5%+21.3pp | 67.9%+22.9pp |
| Annual return | -12.16% | -12.30%+0.1pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,267 | $1,505-15.8% | $2,413-47.5% | $2,596-51.2% |
| Participant deferral / active EE | $4,084 | $3,024+35.1% | $3,985+2.5% | $4,027+1.4% |
| Admin fee / account holder | $2,395 | $4,835-50.5% | $6,832-64.9% | $5,403-55.7% |