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 | $85,530 | $81,900+4.4% | $119,609-28.5% | $68,494+24.9% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.21% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,750 | $2,693+39.2% | $4,232-11.4% | $2,596+44.5% |
| Participant deferral / active EE | $10,197 | $4,148+145.8% | $5,602+82.0% | $4,027+153.2% |
| Admin fee / account holder | $11,375 | $6,582+72.8% | $10,323+10.2% | $5,403+110.5% |