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 | $89,705 | $73,004+22.9% | $90,749-1.2% | $68,494+31.0% |
| Participation rate | 94.8% | 70.8%+24.0pp | 75.7%+19.1pp | 67.9%+26.9pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,151 | $2,193-1.9% | $2,921-26.4% | $2,596-17.2% |
| Participant deferral / active EE | $10,242 | $3,627+182.4% | $4,564+124.4% | $4,027+154.3% |
| Admin fee / account holder | $3,007 | $5,896-49.0% | $8,445-64.4% | $5,403-44.4% |