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 | $88,669 | $71,883+23.4% | $86,677+2.3% | $68,494+29.5% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -16.81% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,465 | $2,173+13.5% | $2,836-13.1% | $2,596-5.1% |
| Participant deferral / active EE | $4,341 | $3,779+14.9% | $4,656-6.8% | $4,027+7.8% |
| Admin fee / account holder | $2,745 | $6,112-55.1% | $7,493-63.4% | $5,403-49.2% |