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 | $79,576 | $73,867+7.7% | $143,757-44.6% | $68,494+16.2% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -18.39% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,061 | $3,184+27.5% | $4,951-18.0% | $2,596+56.4% |
| Participant deferral / active EE | $6,245 | $3,384+84.5% | $5,637+10.8% | $4,027+55.1% |
| Admin fee / account holder | $2,875 | $5,755-50.0% | $14,673-80.4% | $5,403-46.8% |