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 9-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 | $79,287 | $42,894+84.8% | $60,874+30.2% | $68,494+15.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 73.1%+19.5pp | 67.9%+24.7pp |
| Annual return | -9.97% | -13.98%+4.0pp | 16.90%-26.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $8,685 | $1,978+339.1% | $2,701+221.5% | $2,596+234.5% |
| Participant deferral / active EE | $8,817 | $2,867+207.6% | $3,817+131.0% | $4,027+118.9% |
| Admin fee / account holder | $2,587 | $3,101-16.6% | $3,224-19.8% | $5,403-52.1% |