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 | $76,883 | $71,883+7.0% | $86,677-11.3% | $68,494+12.2% |
| Participation rate | 71.0% | 72.2%-1.3pp | 76.6%-5.6pp | 67.9%+3.1pp |
| Annual return | -17.11% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,051 | $2,173+132.4% | $2,836+78.1% | $2,596+94.5% |
| Participant deferral / active EE | $9,241 | $3,779+144.6% | $4,656+98.5% | $4,027+129.5% |
| Admin fee / account holder | $5,469 | $6,112-10.5% | $7,493-27.0% | $5,403+1.2% |