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 | $72,330 | $71,883+0.6% | $86,677-16.6% | $68,494+5.6% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -12.88% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,565 | $2,173-28.0% | $2,836-44.8% | $2,596-39.7% |
| Participant deferral / active EE | $2,183 | $3,779-42.2% | $4,656-53.1% | $4,027-45.8% |
| Admin fee / account holder | $947 | $6,112-84.5% | $7,493-87.4% | $5,403-82.5% |