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 | $77,614 | $57,354+35.3% | $83,848-7.4% | $64,186+20.9% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -7.07% | 11.38%-18.5pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,389 | $2,545-6.2% | $3,631-34.2% | $2,381+0.3% |
| Participant deferral / active EE | $4,359 | $2,993+45.6% | $4,082+6.8% | $3,470+25.6% |
| Admin fee / account holder | $4,760 | $4,046+17.7% | $5,478-13.1% | $4,888-2.6% |