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 | $86,629 | $82,286+5.3% | $68,791+25.9% | $134,475-35.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -7.21% | -2.19%-5.0pp | -6.38%-0.8pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,360 | $3,301+1.8% | $2,655+26.6% | $4,740-29.1% |
| Participant deferral / active EE | $3,443 | $4,739-27.3% | $3,941-12.6% | $6,400-46.2% |
| Admin fee / account holder | $1,628 | $6,481-74.9% | $4,932-67.0% | $11,426-85.8% |