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 | $90,125 | $48,265+86.7% | $68,791+31.0% | $68,494+31.6% |
| Participation rate | 71.8% | 60.7%+11.1pp | 69.0%+2.8pp | 67.9%+3.9pp |
| Annual return | -18.78% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,872 | $1,829+2.4% | $2,655-29.5% | $2,596-27.9% |
| Participant deferral / active EE | $4,594 | $2,867+60.2% | $3,941+16.6% | $4,027+14.1% |
| Admin fee / account holder | $2,177 | $4,355-50.0% | $4,932-55.9% | $5,403-59.7% |