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 | $92,487 | $67,411+37.2% | $91,001+1.6% | $70,131+31.9% |
| Participation rate | 92.4% | 71.4%+21.1pp | 75.6%+16.8pp | 69.5%+22.9pp |
| Annual return | 20.22% | -40.16%+60.4pp | 4.60%+15.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,267 | $1,786-29.0% | $2,456-48.4% | $2,342-45.9% |
| Participant deferral / active EE | $3,064 | $2,823+8.6% | $3,547-13.6% | $3,332-8.0% |
| Admin fee / account holder | $1,598 | $4,236-62.3% | $5,417-70.5% | $4,645-65.6% |