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 | $96,131 | $73,867+30.1% | $143,757-33.1% | $68,494+40.3% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -13.56% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,087 | $3,184-3.0% | $4,951-37.6% | $2,596+18.9% |
| Participant deferral / active EE | $6,029 | $3,384+78.1% | $5,637+6.9% | $4,027+49.7% |
| Admin fee / account holder | $4,394 | $5,755-23.6% | $14,673-70.1% | $5,403-18.7% |