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 | $70,873 | $127,100-44.2% | $105,738-33.0% | $135,375-47.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 76.3%+8.3pp | 82.6%+2.0pp |
| Annual return | -4.54% | 4.49%-9.0pp | 6.27%-10.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,658 | $4,107-59.6% | $3,268-49.3% | $4,779-65.3% |
| Participant deferral / active EE | $1,954 | $5,064-61.4% | $4,080-52.1% | $5,609-65.2% |
| Admin fee / account holder | $39,097 | $9,087+330.3% | $6,913+465.6% | $10,827+261.1% |