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 | $71,345 | $64,707+10.3% | $112,228-36.4% | $68,494+4.2% |
| Participation rate | 84.9% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -12.40% | -11.40%-1.0pp | 27.45%-39.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $903 | $2,746-67.1% | $3,635-75.1% | $2,596-65.2% |
| Participant deferral / active EE | $3,613 | $3,565+1.4% | $4,728-23.6% | $4,027-10.3% |
| Admin fee / account holder | $2,564 | $5,232-51.0% | $6,410-60.0% | $5,403-52.5% |