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 | $94,838 | $71,883+31.9% | $86,677+9.4% | $68,494+38.5% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,725 | $2,173-20.6% | $2,836-39.2% | $2,596-33.6% |
| Participant deferral / active EE | $3,613 | $3,779-4.4% | $4,656-22.4% | $4,027-10.3% |
| Admin fee / account holder | $673 | $6,112-89.0% | $7,493-91.0% | $5,403-87.5% |