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 | $85,896 | $64,707+32.7% | $112,228-23.5% | $68,494+25.4% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,312 | $2,746-15.8% | $3,635-36.4% | $2,596-10.9% |
| Participant deferral / active EE | $3,576 | $3,565+0.3% | $4,728-24.4% | $4,027-11.2% |
| Admin fee / account holder | $12,204 | $5,232+133.2% | $6,410+90.4% | $5,403+125.9% |