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 | $79,695 | $42,894+85.8% | $60,874+30.9% | $68,494+16.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 73.1%+22.8pp | 67.9%+28.0pp |
| Annual return | -16.96% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $8,322 | $1,978+320.7% | $2,701+208.1% | $2,596+220.5% |
| Participant deferral / active EE | $8,369 | $2,867+191.9% | $3,817+119.3% | $4,027+107.8% |
| Admin fee / account holder | $779 | $3,101-74.9% | $3,224-75.8% | $5,403-85.6% |