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 | $90,189 | $81,900+10.1% | $119,609-24.6% | $68,494+31.7% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.1pp | 67.9%+28.5pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,940 | $2,693+120.5% | $4,232+40.4% | $2,596+128.8% |
| Participant deferral / active EE | $3,791 | $4,148-8.6% | $5,602-32.3% | $4,027-5.9% |
| Admin fee / account holder | $2,988 | $6,582-54.6% | $10,323-71.1% | $5,403-44.7% |