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 | $71,083 | $64,707+9.9% | $112,228-36.7% | $68,494+3.8% |
| Participation rate | 94.9% | 67.2%+27.8pp | 75.1%+19.9pp | 67.9%+27.0pp |
| Annual return | -15.50% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,067 | $2,746+121.0% | $3,635+66.9% | $2,596+133.7% |
| Participant deferral / active EE | $3,826 | $3,565+7.3% | $4,728-19.1% | $4,027-5.0% |
| Admin fee / account holder | $1,182 | $5,232-77.4% | $6,410-81.6% | $5,403-78.1% |