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 | $73,302 | $59,805+22.6% | $79,550-7.9% | $68,494+7.0% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | -10.74% | -12.30%+1.6pp | 0.16%-10.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $952 | $1,505-36.7% | $2,413-60.5% | $2,596-63.3% |
| Participant deferral / active EE | $2,361 | $3,024-21.9% | $3,985-40.8% | $4,027-41.4% |
| Admin fee / account holder | $6,850 | $4,835+41.7% | $6,832+0.3% | $5,403+26.8% |