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 8-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 | $75,716 | $73,867+2.5% | $143,757-47.3% | $68,494+10.5% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -16.44% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,247 | $3,184-29.4% | $4,951-54.6% | $2,596-13.5% |
| Participant deferral / active EE | $6,307 | $3,384+86.4% | $5,637+11.9% | $4,027+56.6% |
| Admin fee / account holder | $8,187 | $5,755+42.3% | $14,673-44.2% | $5,403+51.5% |