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 | $87,403 | $73,867+18.3% | $143,757-39.2% | $68,494+27.6% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -14.88% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,545 | $3,184+11.3% | $4,951-28.4% | $2,596+36.6% |
| Participant deferral / active EE | $2,592 | $3,384-23.4% | $5,637-54.0% | $4,027-35.6% |
| Admin fee / account holder | $20,002 | $5,755+247.6% | $14,673+36.3% | $5,403+270.2% |