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 | $82,752 | $77,813+6.3% | $123,544-33.0% | $64,186+28.9% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -7.01% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,619 | $3,014-13.1% | $4,628-43.4% | $2,381+10.0% |
| Participant deferral / active EE | $5,829 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $1,103 | $5,519-80.0% | $9,284-88.1% | $4,888-77.4% |