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 | $103,925 | $73,867+40.7% | $143,757-27.7% | $68,494+51.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.33% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,866 | $3,184-10.0% | $4,951-42.1% | $2,596+10.4% |
| Participant deferral / active EE | $5,465 | $3,384+61.5% | $5,637-3.0% | $4,027+35.7% |
| Admin fee / account holder | $933 | $5,755-83.8% | $14,673-93.6% | $5,403-82.7% |