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 | $72,609 | $64,707+12.2% | $112,228-35.3% | $68,494+6.0% |
| Participation rate | 70.1% | 67.2%+3.0pp | 75.1%-5.0pp | 67.9%+2.2pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,840 | $2,746+3.4% | $3,635-21.8% | $2,596+9.4% |
| Participant deferral / active EE | $4,077 | $3,565+14.4% | $4,728-13.8% | $4,027+1.2% |
| Admin fee / account holder | $4,329 | $5,232-17.3% | $6,410-32.5% | $5,403-19.9% |