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 | $80,786 | $95,862-15.7% | $79,550+1.6% | $134,475-39.9% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -15.25% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,731 | $3,128-44.6% | $2,413-28.3% | $4,740-63.5% |
| Participant deferral / active EE | $3,705 | $4,693-21.1% | $3,985-7.0% | $6,400-42.1% |
| Admin fee / account holder | $6,245 | $9,126-31.6% | $6,832-8.6% | $11,426-45.3% |