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 | $78,757 | $87,540-10.0% | $75,781+3.9% | $125,391-37.2% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -0.04% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,765 | $3,930-55.1% | $3,323-46.9% | $4,866-63.7% |
| Participant deferral / active EE | $2,872 | $4,229-32.1% | $3,651-21.3% | $5,352-46.3% |
| Admin fee / account holder | $368 | $6,502-94.3% | $5,299-93.0% | $9,540-96.1% |