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 | $88,129 | $73,867+19.3% | $143,757-38.7% | $68,494+28.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.30% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,045 | $3,184-35.8% | $4,951-58.7% | $2,596-21.2% |
| Participant deferral / active EE | $3,873 | $3,384+14.4% | $5,637-31.3% | $4,027-3.8% |
| Admin fee / account holder | $1,154 | $5,755-79.9% | $14,673-92.1% | $5,403-78.6% |