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 | $76,616 | $59,805+28.1% | $79,550-3.7% | $68,494+11.9% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | -16.04% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,831 | $1,505+221.0% | $2,413+100.2% | $2,596+86.1% |
| Participant deferral / active EE | $9,681 | $3,024+220.1% | $3,985+142.9% | $4,027+140.4% |
| Admin fee / account holder | $12,157 | $4,835+151.5% | $6,832+77.9% | $5,403+125.0% |