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 | $80,406 | $71,883+11.9% | $86,677-7.2% | $68,494+17.4% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.86% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,350 | $2,173-37.9% | $2,836-52.4% | $2,596-48.0% |
| Participant deferral / active EE | $3,706 | $3,779-1.9% | $4,656-20.4% | $4,027-8.0% |
| Admin fee / account holder | $5,440 | $6,112-11.0% | $7,493-27.4% | $5,403+0.7% |