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 | $76,674 | $105,860-27.6% | $90,749-15.5% | $134,475-43.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.44% | -11.01%-7.4pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,311 | $3,462-33.2% | $2,921-20.9% | $4,740-51.2% |
| Participant deferral / active EE | $4,742 | $5,216-9.1% | $4,564+3.9% | $6,400-25.9% |
| Admin fee / account holder | $1,220 | $13,938-91.2% | $8,445-85.6% | $11,426-89.3% |