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 | $81,469 | $95,862-15.0% | $79,550+2.4% | $134,475-39.4% |
| Participation rate | 78.3% | 75.0%+3.2pp | 69.5%+8.8pp | 81.2%-3.0pp |
| Annual return | -17.90% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,109 | $3,128-64.5% | $2,413-54.0% | $4,740-76.6% |
| Participant deferral / active EE | $4,400 | $4,693-6.2% | $3,985+10.4% | $6,400-31.2% |
| Admin fee / account holder | $2,685 | $9,126-70.6% | $6,832-60.7% | $11,426-76.5% |