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 | $72,131 | $167,307-56.9% | $143,757-49.8% | $134,475-46.4% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -8.84% | 0.46%-9.3pp | -0.04%-8.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $5,493 | $5,619-2.2% | $4,951+10.9% | $4,740+15.9% |
| Participant deferral / active EE | $4,911 | $6,446-23.8% | $5,637-12.9% | $6,400-23.3% |
| Admin fee / account holder | $11,926 | $18,088-34.1% | $14,673-18.7% | $11,426+4.4% |