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 | $78,314 | $92,222-15.1% | $76,768+2.0% | $135,375-42.2% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -8.56% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,237 | $3,216+0.7% | $2,485+30.2% | $4,779-32.3% |
| Participant deferral / active EE | $6,761 | $4,509+50.0% | $3,852+75.5% | $5,609+20.6% |
| Admin fee / account holder | $13,751 | $10,748+27.9% | $6,675+106.0% | $10,827+27.0% |