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 | $86,200 | $71,883+19.9% | $86,677-0.5% | $68,494+25.8% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -18.41% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,498 | $3,779+19.0% | $4,656-3.4% | $4,027+11.7% |
| Admin fee / account holder | $9,287 | $6,112+52.0% | $7,493+23.9% | $5,403+71.9% |