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 | $74,683 | $71,883+3.9% | $86,677-13.8% | $68,494+9.0% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -15.77% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,062 | $2,173-5.1% | $2,836-27.3% | $2,596-20.6% |
| Participant deferral / active EE | $3,152 | $3,779-16.6% | $4,656-32.3% | $4,027-21.7% |
| Admin fee / account holder | $3,780 | $6,112-38.2% | $7,493-49.6% | $5,403-30.0% |