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 | $85,906 | $42,894+100.3% | $60,874+41.1% | $68,494+25.4% |
| Participation rate | 72.1% | 66.8%+5.3pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -16.02% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,852 | $1,978+246.4% | $2,701+153.7% | $2,596+163.9% |
| Participant deferral / active EE | $11,408 | $2,867+297.9% | $3,817+198.9% | $4,027+183.3% |
| Admin fee / account holder | $14,504 | $3,101+367.8% | $3,224+349.8% | $5,403+168.4% |