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 | $94,735 | $64,707+46.4% | $112,228-15.6% | $68,494+38.3% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -14.82% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,778 | $2,746+1.2% | $3,635-23.6% | $2,596+7.0% |
| Participant deferral / active EE | $3,499 | $3,565-1.8% | $4,728-26.0% | $4,027-13.1% |
| Admin fee / account holder | $347 | $5,232-93.4% | $6,410-94.6% | $5,403-93.6% |