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 | $89,030 | $64,707+37.6% | $112,228-20.7% | $68,494+30.0% |
| Participation rate | 75.4% | 67.2%+8.3pp | 75.1%+0.4pp | 67.9%+7.6pp |
| Annual return | -12.83% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,955 | $2,746-28.8% | $3,635-46.2% | $2,596-24.7% |
| Participant deferral / active EE | $2,837 | $3,565-20.4% | $4,728-40.0% | $4,027-29.6% |
| Admin fee / account holder | $5,397 | $5,232+3.2% | $6,410-15.8% | $5,403-0.1% |