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 | $95,057 | $71,883+32.2% | $86,677+9.7% | $68,494+38.8% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -13.59% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,705 | $2,173-21.5% | $2,836-39.9% | $2,596-34.3% |
| Participant deferral / active EE | $2,592 | $3,779-31.4% | $4,656-44.3% | $4,027-35.6% |
| Admin fee / account holder | $3,933 | $6,112-35.7% | $7,493-47.5% | $5,403-27.2% |