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 | $82,383 | $73,867+11.5% | $143,757-42.7% | $68,494+20.3% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -12.30% | 1.01%-13.3pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,637 | $3,184-17.2% | $4,951-46.7% | $2,596+1.6% |
| Participant deferral / active EE | $7,101 | $3,384+109.8% | $5,637+26.0% | $4,027+76.3% |
| Admin fee / account holder | $4,354 | $5,755-24.3% | $14,673-70.3% | $5,403-19.4% |