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 | $86,473 | $95,862-9.8% | $79,550+8.7% | $134,475-35.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -17.88% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,605 | $3,128-48.7% | $2,413-33.5% | $4,740-66.1% |
| Participant deferral / active EE | $5,247 | $4,693+11.8% | $3,985+31.7% | $6,400-18.0% |
| Admin fee / account holder | $7,456 | $9,126-18.3% | $6,832+9.1% | $11,426-34.7% |