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 | $70,182 | $42,894+63.6% | $60,874+15.3% | $68,494+2.5% |
| Participation rate | 96.1% | 66.8%+29.3pp | 73.1%+23.0pp | 67.9%+28.2pp |
| Annual return | -8.95% | -13.98%+5.0pp | 16.90%-25.8pp | -7.84%-1.1pp |
| Employer contribution / active EE | $3,963 | $1,978+100.3% | $2,701+46.7% | $2,596+52.6% |
| Participant deferral / active EE | $5,846 | $2,867+103.9% | $3,817+53.2% | $4,027+45.2% |
| Admin fee / account holder | $2,024 | $3,101-34.7% | $3,224-37.2% | $5,403-62.5% |