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 4-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 | $114,388 | $73,867+54.9% | $143,757-20.4% | $68,494+67.0% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -17.15% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,640 | $3,184-17.1% | $4,951-46.7% | $2,596+1.7% |
| Participant deferral / active EE | $5,497 | $3,384+62.4% | $5,637-2.5% | $4,027+36.5% |
| Admin fee / account holder | $302 | $5,755-94.8% | $14,673-97.9% | $5,403-94.4% |