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 | $79,075 | $73,867+7.0% | $143,757-45.0% | $68,494+15.4% |
| Participation rate | 87.0% | 66.7%+20.3pp | 80.3%+6.6pp | 67.9%+19.1pp |
| Annual return | -19.04% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,552 | $3,184+42.9% | $4,951-8.1% | $2,596+75.3% |
| Participant deferral / active EE | $10,495 | $3,384+210.1% | $5,637+86.2% | $4,027+160.6% |
| Admin fee / account holder | $4,488 | $5,755-22.0% | $14,673-69.4% | $5,403-16.9% |