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 | $86,265 | $45,863+88.1% | $77,024+12.0% | $68,494+25.9% |
| Participation rate | 72.0% | 55.9%+16.1pp | 67.9%+4.1pp | 67.9%+4.1pp |
| Annual return | -16.41% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,488 | $1,650+111.5% | $2,812+24.0% | $2,596+34.4% |
| Participant deferral / active EE | $9,993 | $2,962+237.3% | $4,426+125.8% | $4,027+148.1% |
| Admin fee / account holder | $8,368 | $3,041+175.2% | $5,425+54.2% | $5,403+54.9% |