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 | $65,440 | $64,707+1.1% | $112,228-41.7% | $68,494-4.5% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,103 | $2,746-23.4% | $3,635-42.1% | $2,596-19.0% |
| Participant deferral / active EE | $8,655 | $3,565+142.8% | $4,728+83.1% | $4,027+114.9% |
| Admin fee / account holder | $6,043 | $5,232+15.5% | $6,410-5.7% | $5,403+11.9% |