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 | $81,043 | $95,193-14.9% | $76,523+5.9% | $135,375-40.1% |
| Participation rate | 86.4% | 74.4%+12.0pp | 68.0%+18.4pp | 82.6%+3.7pp |
| Annual return | -2.61% | 4.85%-7.5pp | -0.27%-2.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,879 | $3,302+17.4% | $2,647+46.5% | $4,779-18.8% |
| Participant deferral / active EE | $6,975 | $4,639+50.3% | $3,835+81.9% | $5,609+24.4% |
| Admin fee / account holder | $1,514 | $6,249-75.8% | $4,848-68.8% | $10,827-86.0% |