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 | $81,106 | $71,883+12.8% | $86,677-6.4% | $68,494+18.4% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -16.93% | 3.52%-20.5pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,748 | $2,173-19.5% | $2,836-38.4% | $2,596-32.7% |
| Participant deferral / active EE | $3,181 | $3,779-15.8% | $4,656-31.7% | $4,027-21.0% |
| Admin fee / account holder | $829 | $6,112-86.4% | $7,493-88.9% | $5,403-84.7% |