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 | $82,647 | $59,805+38.2% | $79,550+3.9% | $68,494+20.7% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -15.14% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,136 | $1,505-24.5% | $2,413-52.9% | $2,596-56.2% |
| Participant deferral / active EE | $2,475 | $3,024-18.1% | $3,985-37.9% | $4,027-38.5% |
| Admin fee / account holder | $2,113 | $4,835-56.3% | $6,832-69.1% | $5,403-60.9% |