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 | $87,586 | $64,707+35.4% | $112,228-22.0% | $68,494+27.9% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -16.92% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,679 | $2,746-2.5% | $3,635-26.3% | $2,596+3.2% |
| Participant deferral / active EE | $3,304 | $3,565-7.3% | $4,728-30.1% | $4,027-18.0% |
| Admin fee / account holder | $1,298 | $5,232-75.2% | $6,410-79.8% | $5,403-76.0% |