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 | $72,440 | $54,229+33.6% | $70,092+3.3% | $68,494+5.8% |
| Participation rate | 87.8% | 64.5%+23.3pp | 70.5%+17.3pp | 67.9%+19.9pp |
| Annual return | -15.54% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,885 | $2,018+92.5% | $2,559+51.8% | $2,596+49.6% |
| Participant deferral / active EE | $2,443 | $2,956-17.4% | $3,849-36.5% | $4,027-39.3% |
| Admin fee / account holder | $1,724 | $4,694-63.3% | $6,267-72.5% | $5,403-68.1% |