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 | $76,525 | $81,900-6.6% | $119,609-36.0% | $68,494+11.7% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | -14.95% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,342 | $2,693+24.1% | $4,232-21.0% | $2,596+28.7% |
| Participant deferral / active EE | $6,482 | $4,148+56.3% | $5,602+15.7% | $4,027+61.0% |
| Admin fee / account holder | $1,237 | $6,582-81.2% | $10,323-88.0% | $5,403-77.1% |