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 | $77,065 | $85,790-10.2% | $67,313+14.5% | $135,375-43.1% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | -4.29% | -0.54%-3.8pp | -4.08%-0.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $531 | $3,487-84.8% | $2,566-79.3% | $4,779-88.9% |
| Participant deferral / active EE | $1,315 | $4,651-71.7% | $3,568-63.2% | $5,609-76.6% |
| Admin fee / account holder | $1,068 | $6,392-83.3% | $4,507-76.3% | $10,827-90.1% |