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 | $67,384 | $64,707+4.1% | $112,228-40.0% | $68,494-1.6% |
| Participation rate | 77.3% | 67.2%+10.1pp | 75.1%+2.2pp | 67.9%+9.4pp |
| Annual return | -7.76% | -11.40%+3.6pp | 27.45%-35.2pp | -7.84%+0.1pp |
| Employer contribution / active EE | $3,668 | $2,746+33.6% | $3,635+0.9% | $2,596+41.3% |
| Participant deferral / active EE | $5,175 | $3,565+45.2% | $4,728+9.4% | $4,027+28.5% |
| Admin fee / account holder | $4,321 | $5,232-17.4% | $6,410-32.6% | $5,403-20.0% |