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 | $78,873 | $56,357+40.0% | $104,294-24.4% | $68,494+15.2% |
| Participation rate | 77.6% | 63.3%+14.3pp | 73.3%+4.3pp | 67.9%+9.7pp |
| Annual return | -15.96% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,120 | $1,960+59.2% | $3,372-7.5% | $2,596+20.2% |
| Participant deferral / active EE | $5,091 | $3,077+65.4% | $4,625+10.1% | $4,027+26.4% |
| Admin fee / account holder | $1,716 | $4,903-65.0% | $7,339-76.6% | $5,403-68.2% |