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 | $81,136 | $73,867+9.8% | $143,757-43.6% | $68,494+18.5% |
| Participation rate | 90.7% | 66.7%+24.1pp | 80.3%+10.4pp | 67.9%+22.9pp |
| Annual return | -16.51% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,093 | $3,184-65.7% | $4,951-77.9% | $2,596-57.9% |
| Participant deferral / active EE | $2,792 | $3,384-17.5% | $5,637-50.5% | $4,027-30.7% |
| Admin fee / account holder | $2,448 | $5,755-57.5% | $14,673-83.3% | $5,403-54.7% |