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 | $80,136 | $64,707+23.8% | $112,228-28.6% | $68,494+17.0% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | -12.63% | -11.40%-1.2pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,004 | $2,746-27.0% | $3,635-44.9% | $2,596-22.8% |
| Participant deferral / active EE | $3,561 | $3,565-0.1% | $4,728-24.7% | $4,027-11.6% |
| Admin fee / account holder | $4,599 | $5,232-12.1% | $6,410-28.3% | $5,403-14.9% |