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 | $86,561 | $59,805+44.7% | $79,550+8.8% | $68,494+26.4% |
| Participation rate | 72.6% | 61.1%+11.5pp | 69.5%+3.1pp | 67.9%+4.7pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $711 | $1,505-52.7% | $2,413-70.5% | $2,596-72.6% |
| Participant deferral / active EE | $7,221 | $3,024+138.8% | $3,985+81.2% | $4,027+79.3% |
| Admin fee / account holder | $10,150 | $4,835+109.9% | $6,832+48.6% | $5,403+87.9% |