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 | $88,440 | $87,540+1.0% | $75,781+16.7% | $125,391-29.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -1.87% | 13.48%-15.4pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,297 | $4,229-22.0% | $3,651-9.7% | $5,352-38.4% |
| Admin fee / account holder | $24,216 | $6,502+272.5% | $5,299+357.0% | $9,540+153.8% |