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 | $82,354 | $69,010+19.3% | $159,960-48.5% | $68,494+20.2% |
| Participation rate | 86.1% | 65.4%+20.7pp | 78.0%+8.2pp | 67.9%+18.2pp |
| Annual return | -16.64% | -9.65%-7.0pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,523 | $2,213+14.0% | $4,226-40.3% | $2,596-2.8% |
| Participant deferral / active EE | $3,980 | $4,212-5.5% | $6,182-35.6% | $4,027-1.2% |
| Admin fee / account holder | $2,365 | $4,798-50.7% | $8,698-72.8% | $5,403-56.2% |