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 9-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 | $73,888 | $64,707+14.2% | $112,228-34.2% | $68,494+7.9% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -16.18% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,746 | $2,7460% | $3,635-24.5% | $2,596+5.8% |
| Participant deferral / active EE | $5,362 | $3,565+50.4% | $4,728+13.4% | $4,027+33.1% |
| Admin fee / account holder | $1,410 | $5,232-73.1% | $6,410-78.0% | $5,403-73.9% |