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 | $77,904 | $82,286-5.3% | $68,791+13.2% | $134,475-42.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -14.85% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $9,039 | $3,301+173.8% | $2,655+240.4% | $4,740+90.7% |
| Participant deferral / active EE | $3,274 | $4,739-30.9% | $3,941-16.9% | $6,400-48.8% |
| Admin fee / account holder | $45,393 | $6,481+600.5% | $4,932+820.4% | $11,426+297.3% |