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 | $85,626 | $64,707+32.3% | $112,228-23.7% | $68,494+25.0% |
| Participation rate | 83.6% | 67.2%+16.5pp | 75.1%+8.6pp | 67.9%+15.7pp |
| Annual return | -17.58% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,797 | $2,746+38.3% | $3,635+4.5% | $2,596+46.2% |
| Participant deferral / active EE | $6,669 | $3,565+87.1% | $4,728+41.0% | $4,027+65.6% |
| Admin fee / account holder | $3,735 | $5,232-28.6% | $6,410-41.7% | $5,403-30.9% |