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 | $76,994 | $107,791-28.6% | $90,645-15.1% | $135,375-43.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -6.76% | -0.90%-5.9pp | 1.88%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,783 | $3,018+91.6% | $2,532+128.4% | $4,779+21.0% |
| Participant deferral / active EE | $4,009 | $3,872+3.5% | $3,425+17.1% | $5,609-28.5% |
| Admin fee / account holder | $3,828 | $5,930-35.4% | $4,994-23.3% | $10,827-64.6% |