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 | $87,009 | $95,862-9.2% | $79,550+9.4% | $134,475-35.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -15.14% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $653 | $3,128-79.1% | $2,413-72.9% | $4,740-86.2% |
| Participant deferral / active EE | $3,498 | $4,693-25.5% | $3,985-12.2% | $6,400-45.3% |
| Admin fee / account holder | $1,017 | $9,126-88.9% | $6,832-85.1% | $11,426-91.1% |