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 | $87,246 | $64,707+34.8% | $112,228-22.3% | $68,494+27.4% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -13.17% | -11.40%-1.8pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $874 | $2,746-68.2% | $3,635-75.9% | $2,596-66.3% |
| Participant deferral / active EE | $4,086 | $3,565+14.6% | $4,728-13.6% | $4,027+1.4% |
| Admin fee / account holder | $4,651 | $5,232-11.1% | $6,410-27.4% | $5,403-13.9% |