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 | $82,299 | $73,004+12.7% | $90,749-9.3% | $68,494+20.2% |
| Participation rate | 94.6% | 70.8%+23.8pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | -7.22% | -13.81%+6.6pp | -12.16%+4.9pp | -7.84%+0.6pp |
| Employer contribution / active EE | $3,297 | $2,193+50.4% | $2,921+12.9% | $2,596+27.0% |
| Participant deferral / active EE | $4,950 | $3,627+36.5% | $4,564+8.5% | $4,027+22.9% |
| Admin fee / account holder | $922 | $5,896-84.4% | $8,445-89.1% | $5,403-82.9% |