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 | $78,395 | $91,911-14.7% | $68,793+14.0% | $135,375-42.1% |
| Participation rate | 84.6% | 76.7%+7.9pp | 72.2%+12.4pp | 82.6%+2.0pp |
| Annual return | -9.43% | -8.22%-1.2pp | -4.63%-4.8pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,092 | $3,924-46.7% | $2,625-20.3% | $4,779-56.2% |
| Participant deferral / active EE | $5,645 | $4,315+30.8% | $3,311+70.5% | $5,609+0.6% |
| Admin fee / account holder | $696 | $9,240-92.5% | $5,131-86.4% | $10,827-93.6% |