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 | $103,216 | $72,607+42.2% | $90,749+13.7% | $66,914+54.3% |
| Participation rate | 73.4% | 73.7%-0.3pp | 75.7%-2.3pp | 69.8%+3.6pp |
| Annual return | -16.08% | -12.28%-3.8pp | -12.16%-3.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $982 | $2,369-58.6% | $2,921-66.4% | $2,544-61.4% |
| Participant deferral / active EE | $3,308 | $3,977-16.8% | $4,564-27.5% | $4,237-21.9% |
| Admin fee / account holder | $5,166 | $707+630.4% | $8,445-38.8% | $593+770.8% |