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 | $85,230 | $59,805+42.5% | $79,550+7.1% | $68,494+24.4% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.5%+3.2pp | 67.9%+4.8pp |
| Annual return | -13.00% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $733 | $1,505-51.3% | $2,413-69.6% | $2,596-71.8% |
| Participant deferral / active EE | $6,566 | $3,024+117.1% | $3,985+64.8% | $4,027+63.0% |
| Admin fee / account holder | $22,983 | $4,835+375.4% | $6,832+236.4% | $5,403+325.4% |