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 | $82,761 | $71,883+15.1% | $86,677-4.5% | $68,494+20.8% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -11.11% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,355 | $2,173-37.6% | $2,836-52.2% | $2,596-47.8% |
| Participant deferral / active EE | $4,434 | $3,779+17.4% | $4,656-4.8% | $4,027+10.1% |
| Admin fee / account holder | $1,239 | $6,112-79.7% | $7,493-83.5% | $5,403-77.1% |