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 | $75,176 | $71,883+4.6% | $86,677-13.3% | $68,494+9.8% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -16.72% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,559 | $2,173+201.9% | $2,836+131.2% | $2,596+152.6% |
| Participant deferral / active EE | $5,417 | $3,779+43.4% | $4,656+16.4% | $4,027+34.5% |
| Admin fee / account holder | $2,533 | $6,112-58.6% | $7,493-66.2% | $5,403-53.1% |