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 8-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 | $81,256 | $73,867+10.0% | $143,757-43.5% | $68,494+18.6% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $10,238 | $3,184+221.5% | $4,951+106.8% | $2,596+294.3% |
| Participant deferral / active EE | $6,897 | $3,384+103.8% | $5,637+22.4% | $4,027+71.3% |
| Admin fee / account holder | $6,736 | $5,755+17.1% | $14,673-54.1% | $5,403+24.7% |