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 | $74,696 | $73,867+1.1% | $143,757-48.0% | $68,494+9.1% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -18.84% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,021 | $3,184+26.3% | $4,951-18.8% | $2,596+54.9% |
| Participant deferral / active EE | $7,151 | $3,384+111.3% | $5,637+26.9% | $4,027+77.6% |
| Admin fee / account holder | $2,570 | $5,755-55.3% | $14,673-82.5% | $5,403-52.4% |