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 | $79,151 | $127,100-37.7% | $105,738-25.1% | $135,375-41.5% |
| Participation rate | 90.5% | 82.7%+7.8pp | 76.3%+14.1pp | 82.6%+7.8pp |
| Annual return | -3.57% | 4.49%-8.1pp | 6.27%-9.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $965 | $4,107-76.5% | $3,268-70.5% | $4,779-79.8% |
| Participant deferral / active EE | $3,862 | $5,064-23.7% | $4,080-5.4% | $5,609-31.2% |
| Admin fee / account holder | $25,157 | $9,087+176.8% | $6,913+263.9% | $10,827+132.3% |