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 | $88,276 | $64,707+36.4% | $112,228-21.3% | $68,494+28.9% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | 3.86% | -11.40%+15.3pp | 27.45%-23.6pp | -7.84%+11.7pp |
| Employer contribution / active EE | $2,815 | $2,746+2.5% | $3,635-22.5% | $2,596+8.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,104 | $5,232-78.9% | $6,410-82.8% | $5,403-79.6% |