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 | $76,948 | $73,867+4.2% | $143,757-46.5% | $68,494+12.3% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -14.74% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $535 | $3,184-83.2% | $4,951-89.2% | $2,596-79.4% |
| Participant deferral / active EE | $7,676 | $3,384+126.8% | $5,637+36.2% | $4,027+90.6% |
| Admin fee / account holder | $11,740 | $5,755+104.0% | $14,673-20.0% | $5,403+117.3% |