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 | $88,797 | $59,805+48.5% | $79,550+11.6% | $68,494+29.6% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -13.80% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $843 | $1,505-44.0% | $2,413-65.1% | $2,596-67.5% |
| Participant deferral / active EE | $7,237 | $3,024+139.3% | $3,985+81.6% | $4,027+79.7% |
| Admin fee / account holder | $13,359 | $4,835+176.3% | $6,832+95.5% | $5,403+147.3% |