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 | $86,760 | $95,862-9.5% | $79,550+9.1% | $134,475-35.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -12.69% | -2.69%-10.0pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,343 | $3,128-57.1% | $2,413-44.3% | $4,740-71.7% |
| Participant deferral / active EE | $2,242 | $4,693-52.2% | $3,985-43.7% | $6,400-65.0% |
| Admin fee / account holder | $1,000 | $9,126-89.0% | $6,832-85.4% | $11,426-91.2% |