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 | $97,150 | $64,707+50.1% | $112,228-13.4% | $68,494+41.8% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -14.43% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $765 | $2,746-72.2% | $3,635-79.0% | $2,596-70.6% |
| Participant deferral / active EE | $5,431 | $3,565+52.3% | $4,728+14.9% | $4,027+34.9% |
| Admin fee / account holder | $2,423 | $5,232-53.7% | $6,410-62.2% | $5,403-55.2% |