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 | $86,638 | $73,867+17.3% | $143,757-39.7% | $68,494+26.5% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,068 | $3,184-35.0% | $4,951-58.2% | $2,596-20.3% |
| Participant deferral / active EE | $4,753 | $3,384+40.4% | $5,637-15.7% | $4,027+18.0% |
| Admin fee / account holder | $352 | $5,755-93.9% | $14,673-97.6% | $5,403-93.5% |