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 6-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 | $90,875 | $105,860-14.2% | $90,749+0.1% | $134,475-32.4% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -12.68% | -11.01%-1.7pp | -12.16%-0.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,046 | $3,462-12.0% | $2,921+4.3% | $4,740-35.7% |
| Participant deferral / active EE | $5,998 | $5,216+15.0% | $4,564+31.4% | $6,400-6.3% |
| Admin fee / account holder | $8,793 | $13,938-36.9% | $8,445+4.1% | $11,426-23.0% |