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 | $90,968 | $59,805+52.1% | $79,550+14.4% | $68,494+32.8% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -12.29% | -12.30%0pp | 0.16%-12.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,624 | $1,505+7.9% | $2,413-32.7% | $2,596-37.4% |
| Participant deferral / active EE | $5,149 | $3,024+70.3% | $3,985+29.2% | $4,027+27.9% |
| Admin fee / account holder | $7,498 | $4,835+55.1% | $6,832+9.7% | $5,403+38.8% |