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 | $85,415 | $73,867+15.6% | $143,757-40.6% | $68,494+24.7% |
| Participation rate | 91.3% | 66.7%+24.6pp | 80.3%+11.0pp | 67.9%+23.4pp |
| Annual return | -7.76% | 1.01%-8.8pp | -0.04%-7.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $4,630 | $3,184+45.4% | $4,951-6.5% | $2,596+78.3% |
| Participant deferral / active EE | $3,319 | $3,384-1.9% | $5,637-41.1% | $4,027-17.6% |
| Admin fee / account holder | $1,926 | $5,755-66.5% | $14,673-86.9% | $5,403-64.3% |