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 | $85,812 | $42,894+100.1% | $60,874+41.0% | $68,494+25.3% |
| Participation rate | 78.3% | 66.8%+11.5pp | 73.1%+5.2pp | 67.9%+10.4pp |
| Annual return | -12.04% | -13.98%+1.9pp | 16.90%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,088 | $1,978+5.6% | $2,701-22.7% | $2,596-19.6% |
| Participant deferral / active EE | $5,325 | $2,867+85.7% | $3,817+39.5% | $4,027+32.2% |
| Admin fee / account holder | $5,462 | $3,101+76.1% | $3,224+69.4% | $5,403+1.1% |