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 9-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 | $78,297 | $42,894+82.5% | $60,874+28.6% | $68,494+14.3% |
| Participation rate | 77.1% | 66.8%+10.4pp | 73.1%+4.0pp | 67.9%+9.3pp |
| Annual return | -7.89% | -13.98%+6.1pp | 16.90%-24.8pp | -7.84%0pp |
| Employer contribution / active EE | $2,418 | $1,978+22.3% | $2,701-10.5% | $2,596-6.9% |
| Participant deferral / active EE | $5,064 | $2,867+76.7% | $3,817+32.7% | $4,027+25.8% |
| Admin fee / account holder | $9,656 | $3,101+211.4% | $3,224+199.5% | $5,403+78.7% |