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 8-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 | $92,878 | $81,900+13.4% | $119,609-22.3% | $68,494+35.6% |
| Participation rate | 93.9% | 71.9%+22.0pp | 79.3%+14.7pp | 67.9%+26.1pp |
| Annual return | 1.74% | -23.82%+25.6pp | -14.97%+16.7pp | -7.84%+9.6pp |
| Employer contribution / active EE | $1,181 | $2,693-56.2% | $4,232-72.1% | $2,596-54.5% |
| Participant deferral / active EE | $7,936 | $4,148+91.3% | $5,602+41.7% | $4,027+97.1% |
| Admin fee / account holder | $3,392 | $6,582-48.5% | $10,323-67.1% | $5,403-37.2% |