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 | $73,889 | $110,094-32.9% | $151,611-51.3% | $68,494+7.9% |
| Participation rate | 76.1% | 84.0%-7.8pp | 87.5%-11.4pp | 67.9%+8.2pp |
| Annual return | -14.45% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,254 | $4,471+39.9% | $6,166+1.4% | $2,596+140.9% |
| Participant deferral / active EE | $9,204 | $6,527+41.0% | $8,363+10.1% | $4,027+128.5% |
| Admin fee / account holder | $16,675 | $7,719+116.0% | $11,616+43.6% | $5,403+208.6% |