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 | $80,077 | $48,265+65.9% | $68,791+16.4% | $68,494+16.9% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 67.9%+2.1pp |
| Annual return | -15.88% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $660 | $1,829-63.9% | $2,655-75.1% | $2,596-74.6% |
| Participant deferral / active EE | $4,166 | $2,867+45.3% | $3,941+5.7% | $4,027+3.4% |
| Admin fee / account holder | $1,467 | $4,355-66.3% | $4,932-70.2% | $5,403-72.8% |