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 | $82,203 | $95,193-13.6% | $76,523+7.4% | $135,375-39.3% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -4.25% | 4.85%-9.1pp | -0.27%-4.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,687 | $3,302+11.6% | $2,647+39.3% | $4,779-22.8% |
| Participant deferral / active EE | $3,687 | $4,639-20.5% | $3,835-3.9% | $5,609-34.3% |
| Admin fee / account holder | $4,432 | $6,249-29.1% | $4,848-8.6% | $10,827-59.1% |