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 | $86,653 | $81,900+5.8% | $119,609-27.6% | $68,494+26.5% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -17.17% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,647 | $2,693-1.7% | $4,232-37.5% | $2,596+2.0% |
| Participant deferral / active EE | $3,586 | $4,148-13.5% | $5,602-36.0% | $4,027-11.0% |
| Admin fee / account holder | $75,768 | $6,582+1051.2% | $10,323+633.9% | $5,403+1302.4% |