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 | $89,197 | $167,307-46.7% | $143,757-38.0% | $134,475-33.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.96% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,841 | $5,619-67.2% | $4,951-62.8% | $4,740-61.2% |
| Participant deferral / active EE | $4,824 | $6,446-25.2% | $5,637-14.4% | $6,400-24.6% |
| Admin fee / account holder | $4,912 | $18,088-72.8% | $14,673-66.5% | $11,426-57.0% |