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 | $89,295 | $71,883+24.2% | $86,677+3.0% | $68,494+30.4% |
| Participation rate | 79.4% | 72.2%+7.2pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -17.75% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,777 | $2,173-18.2% | $2,836-37.4% | $2,596-31.6% |
| Participant deferral / active EE | $3,981 | $3,779+5.3% | $4,656-14.5% | $4,027-1.2% |
| Admin fee / account holder | $1,841 | $6,112-69.9% | $7,493-75.4% | $5,403-65.9% |