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 | $72,786 | $82,286-11.5% | $68,791+5.8% | $134,475-45.9% |
| Participation rate | 82.4% | 75.1%+7.3pp | 69.0%+13.3pp | 81.2%+1.1pp |
| Annual return | -15.74% | -2.19%-13.5pp | -6.38%-9.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,710 | $3,301+12.4% | $2,655+39.7% | $4,740-21.7% |
| Participant deferral / active EE | $7,600 | $4,739+60.4% | $3,941+92.8% | $6,400+18.8% |
| Admin fee / account holder | $2,344 | $6,481-63.8% | $4,932-52.5% | $11,426-79.5% |