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 | $79,607 | $95,862-17.0% | $79,550+0.1% | $134,475-40.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.92% | -2.69%-10.2pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,529 | $3,128-19.1% | $2,413+4.8% | $4,740-46.6% |
| Participant deferral / active EE | $5,370 | $4,693+14.4% | $3,985+34.7% | $6,400-16.1% |
| Admin fee / account holder | $1,773 | $9,126-80.6% | $6,832-74.0% | $11,426-84.5% |