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 | $76,464 | $73,004+4.7% | $90,749-15.7% | $68,494+11.6% |
| Participation rate | 90.6% | 70.8%+19.8pp | 75.7%+14.9pp | 67.9%+22.7pp |
| Annual return | -16.17% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,487 | $2,193-32.2% | $2,921-49.1% | $2,596-42.7% |
| Participant deferral / active EE | $2,942 | $3,627-18.9% | $4,564-35.5% | $4,027-26.9% |
| Admin fee / account holder | $2,139 | $5,896-63.7% | $8,445-74.7% | $5,403-60.4% |