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 | $77,367 | $73,004+6.0% | $90,749-14.7% | $68,494+13.0% |
| Participation rate | 73.3% | 70.8%+2.5pp | 75.7%-2.4pp | 67.9%+5.4pp |
| Annual return | -12.79% | -13.81%+1.0pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,900 | $2,193+32.2% | $2,921-0.7% | $2,596+11.7% |
| Participant deferral / active EE | $4,717 | $3,627+30.1% | $4,564+3.4% | $4,027+17.1% |
| Admin fee / account holder | $7,254 | $5,896+23.0% | $8,445-14.1% | $5,403+34.3% |