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 | $90,706 | $59,805+51.7% | $79,550+14.0% | $68,494+32.4% |
| Participation rate | 95.2% | 61.1%+34.2pp | 69.5%+25.8pp | 67.9%+27.3pp |
| Annual return | -18.16% | -12.30%-5.9pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,226 | $1,505-18.5% | $2,413-49.2% | $2,596-52.8% |
| Participant deferral / active EE | $4,626 | $3,024+53.0% | $3,985+16.1% | $4,027+14.9% |
| Admin fee / account holder | $5,340 | $4,835+10.4% | $6,832-21.8% | $5,403-1.2% |