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 | $98,770 | $64,707+52.6% | $112,228-12.0% | $68,494+44.2% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -11.45% | -11.40%-0.1pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,213 | $2,746-19.4% | $3,635-39.1% | $2,596-14.8% |
| Participant deferral / active EE | $5,228 | $3,565+46.7% | $4,728+10.6% | $4,027+29.8% |
| Admin fee / account holder | $35,547 | $5,232+579.4% | $6,410+454.6% | $5,403+557.9% |