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 9-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 | $71,363 | $71,883-0.7% | $86,677-17.7% | $68,494+4.2% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,546 | $2,173+17.2% | $2,836-10.3% | $2,596-2.0% |
| Participant deferral / active EE | $6,269 | $3,779+65.9% | $4,656+34.6% | $4,027+55.7% |
| Admin fee / account holder | $1,120 | $6,112-81.7% | $7,493-85.1% | $5,403-79.3% |