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 | $76,169 | $167,307-54.5% | $143,757-47.0% | $134,475-43.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.44% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,651 | $5,619+0.6% | $4,951+14.1% | $4,740+19.2% |
| Participant deferral / active EE | $9,694 | $6,446+50.4% | $5,637+72.0% | $6,400+51.5% |
| Admin fee / account holder | $432 | $18,088-97.6% | $14,673-97.1% | $11,426-96.2% |