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 | $88,204 | $64,707+36.3% | $112,228-21.4% | $68,494+28.8% |
| Participation rate | 75.8% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.9pp |
| Annual return | -19.07% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,361 | $2,746-14.0% | $3,635-35.0% | $2,596-9.1% |
| Participant deferral / active EE | $6,990 | $3,565+96.1% | $4,728+47.8% | $4,027+73.6% |
| Admin fee / account holder | $486 | $5,232-90.7% | $6,410-92.4% | $5,403-91.0% |