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 | $92,599 | $167,307-44.7% | $143,757-35.6% | $134,475-31.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.95% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,792 | $5,619-68.1% | $4,951-63.8% | $4,740-62.2% |
| Participant deferral / active EE | $9,607 | $6,446+49.0% | $5,637+70.4% | $6,400+50.1% |
| Admin fee / account holder | $494 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |