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 | $89,091 | $71,883+23.9% | $86,677+2.8% | $68,494+30.1% |
| Participation rate | 73.6% | 72.2%+1.4pp | 76.6%-3.0pp | 67.9%+5.7pp |
| Annual return | -17.52% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,373 | $3,779+227.4% | $4,656+165.8% | $4,027+207.2% |
| Admin fee / account holder | $4,433 | $6,112-27.5% | $7,493-40.8% | $5,403-18.0% |