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 | $85,465 | $76,912+11.1% | $129,110-33.8% | $68,494+24.8% |
| Participation rate | 86.1% | 69.1%+17.0pp | 77.3%+8.9pp | 67.9%+18.2pp |
| Annual return | -12.76% | -9.78%-3.0pp | -10.94%-1.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,399 | $3,243+4.8% | $5,052-32.7% | $2,596+30.9% |
| Participant deferral / active EE | $8,253 | $4,732+74.4% | $6,542+26.2% | $4,027+104.9% |
| Admin fee / account holder | $6,910 | $6,638+4.1% | $14,302-51.7% | $5,403+27.9% |