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 | $77,371 | $73,867+4.7% | $143,757-46.2% | $68,494+13.0% |
| Participation rate | 89.5% | 66.7%+22.8pp | 80.3%+9.2pp | 67.9%+21.6pp |
| Annual return | -8.21% | 1.01%-9.2pp | -0.04%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $3,613 | $3,184+13.5% | $4,951-27.0% | $2,596+39.2% |
| Participant deferral / active EE | $6,068 | $3,384+79.3% | $5,637+7.6% | $4,027+50.7% |
| Admin fee / account holder | $23,141 | $5,755+302.1% | $14,673+57.7% | $5,403+328.3% |