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 | $106,258 | $73,004+45.6% | $90,749+17.1% | $68,494+55.1% |
| Participation rate | 75.6% | 70.8%+4.8pp | 75.7%-0.1pp | 67.9%+7.7pp |
| Annual return | -15.76% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $838 | $2,193-61.8% | $2,921-71.3% | $2,596-67.7% |
| Participant deferral / active EE | $2,728 | $3,627-24.8% | $4,564-40.2% | $4,027-32.2% |
| Admin fee / account holder | $970 | $5,896-83.6% | $8,445-88.5% | $5,403-82.1% |