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 | $75,718 | $73,867+2.5% | $143,757-47.3% | $68,494+10.5% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,308 | $3,184-58.9% | $4,951-73.6% | $2,596-49.6% |
| Participant deferral / active EE | $3,833 | $3,384+13.3% | $5,637-32.0% | $4,027-4.8% |
| Admin fee / account holder | $3,882 | $5,755-32.5% | $14,673-73.5% | $5,403-28.2% |