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 | $68,689 | $73,867-7.0% | $143,757-52.2% | $68,494+0.3% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.4pp |
| Annual return | -15.41% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $620 | $3,184-80.5% | $4,951-87.5% | $2,596-76.1% |
| Participant deferral / active EE | $1,463 | $3,384-56.8% | $5,637-74.0% | $4,027-63.7% |
| Admin fee / account holder | $12,144 | $5,755+111.0% | $14,673-17.2% | $5,403+124.8% |