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 | $96,166 | $92,222+4.3% | $76,768+25.3% | $135,375-29.0% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -6.45% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,527 | $3,216-52.5% | $2,485-38.6% | $4,779-68.1% |
| Participant deferral / active EE | $2,781 | $4,509-38.3% | $3,852-27.8% | $5,609-50.4% |
| Admin fee / account holder | $8,587 | $10,748-20.1% | $6,675+28.6% | $10,827-20.7% |