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 | $82,398 | $71,883+14.6% | $86,677-4.9% | $68,494+20.3% |
| Participation rate | 72.5% | 72.2%+0.3pp | 76.6%-4.1pp | 67.9%+4.6pp |
| Annual return | -12.19% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,742 | $2,173-19.8% | $2,836-38.6% | $2,596-32.9% |
| Participant deferral / active EE | $3,268 | $3,779-13.5% | $4,656-29.8% | $4,027-18.9% |
| Admin fee / account holder | $3,383 | $6,112-44.6% | $7,493-54.8% | $5,403-37.4% |