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 8-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 | $76,494 | $100,754-24.1% | $86,677-11.7% | $134,475-43.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.67% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,856 | $3,489-18.2% | $2,836+0.7% | $4,740-39.7% |
| Participant deferral / active EE | $13,663 | $5,338+156.0% | $4,656+193.5% | $6,400+113.5% |
| Admin fee / account holder | $3,793 | $10,926-65.3% | $7,493-49.4% | $11,426-66.8% |