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 7-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 | $78,045 | $42,894+81.9% | $60,874+28.2% | $68,494+13.9% |
| Participation rate | 91.2% | 66.8%+24.4pp | 73.1%+18.1pp | 67.9%+23.3pp |
| Annual return | -17.61% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,206 | $1,978+62.1% | $2,701+18.7% | $2,596+23.5% |
| Participant deferral / active EE | $7,024 | $2,867+145.0% | $3,817+84.0% | $4,027+74.4% |
| Admin fee / account holder | $1,130 | $3,101-63.6% | $3,224-64.9% | $5,403-79.1% |