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 7-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 | $86,242 | $99,032-12.9% | $80,019+7.8% | $135,375-36.3% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -3.48% | 15.39%-18.9pp | 11.22%-14.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,675 | $4,282-60.9% | $3,686-54.6% | $5,609-70.1% |
| Admin fee / account holder | $13,771 | $10,436+32.0% | $6,521+111.2% | $10,827+27.2% |