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 | $83,865 | $77,813+7.8% | $123,544-32.1% | $64,186+30.7% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.3pp | 69.6%+8.4pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,952 | $3,014-2.1% | $4,628-36.2% | $2,381+24.0% |
| Participant deferral / active EE | $6,881 | $5,240+31.3% | $6,426+7.1% | $3,470+98.3% |
| Admin fee / account holder | $20,248 | $5,519+266.9% | $9,284+118.1% | $4,888+314.2% |