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 | $74,111 | $142,344-47.9% | $119,609-38.0% | $134,475-44.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -9.90% | -12.44%+2.5pp | -14.97%+5.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,646 | $5,222-30.2% | $4,232-13.8% | $4,740-23.1% |
| Participant deferral / active EE | $11,203 | $6,469+73.2% | $5,602+100.0% | $6,400+75.1% |
| Admin fee / account holder | $3,800 | $13,584-72.0% | $10,323-63.2% | $11,426-66.7% |