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 | $77,411 | $95,862-19.2% | $79,550-2.7% | $134,475-42.4% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -20.09% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,453 | $3,128+42.4% | $2,413+84.5% | $4,740-6.1% |
| Participant deferral / active EE | $11,927 | $4,693+154.2% | $3,985+199.3% | $6,400+86.4% |
| Admin fee / account holder | $9,559 | $9,126+4.7% | $6,832+39.9% | $11,426-16.3% |