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 | $87,031 | $64,707+34.5% | $112,228-22.5% | $68,494+27.1% |
| Participation rate | 88.4% | 67.2%+21.3pp | 75.1%+13.3pp | 67.9%+20.5pp |
| Annual return | -13.51% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,796 | $2,746+1.8% | $3,635-23.1% | $2,596+7.7% |
| Participant deferral / active EE | $5,748 | $3,565+61.2% | $4,728+21.6% | $4,027+42.7% |
| Admin fee / account holder | $2,140 | $5,232-59.1% | $6,410-66.6% | $5,403-60.4% |