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 | $68,556 | $107,791-36.4% | $90,645-24.4% | $135,375-49.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -9.41% | -0.90%-8.5pp | 1.88%-11.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $7,139 | $3,018+136.6% | $2,532+182.0% | $4,779+49.4% |
| Participant deferral / active EE | $2,515 | $3,872-35.0% | $3,425-26.6% | $5,609-55.2% |
| Admin fee / account holder | $462 | $5,930-92.2% | $4,994-90.7% | $10,827-95.7% |