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 | $81,077 | $64,707+25.3% | $112,228-27.8% | $68,494+18.4% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,648 | $2,746-3.6% | $3,635-27.2% | $2,596+2.0% |
| Participant deferral / active EE | $5,981 | $3,565+67.8% | $4,728+26.5% | $4,027+48.5% |
| Admin fee / account holder | $3,402 | $5,232-35.0% | $6,410-46.9% | $5,403-37.0% |