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 | $89,894 | $95,862-6.2% | $79,550+13.0% | $134,475-33.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -14.86% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,963 | $3,128-5.3% | $2,413+22.8% | $4,740-37.5% |
| Participant deferral / active EE | $9,315 | $4,693+98.5% | $3,985+133.7% | $6,400+45.6% |
| Admin fee / account holder | $26,377 | $9,126+189.0% | $6,832+286.1% | $11,426+130.9% |