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 | $84,636 | $94,529-10.5% | $140,016-39.6% | $64,186+31.9% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -5.71% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,744 | $3,812-54.3% | $5,606-68.9% | $2,381-26.8% |
| Participant deferral / active EE | $5,153 | $5,250-1.9% | $6,927-25.6% | $3,470+48.5% |
| Admin fee / account holder | $3,229 | $6,741-52.1% | $10,705-69.8% | $4,888-33.9% |