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 6-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 | $69,172 | $73,867-6.4% | $143,757-51.9% | $68,494+1.0% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -14.32% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $564 | $3,184-82.3% | $4,951-88.6% | $2,596-78.3% |
| Participant deferral / active EE | $4,934 | $3,384+45.8% | $5,637-12.5% | $4,027+22.5% |
| Admin fee / account holder | $4,510 | $5,755-21.6% | $14,673-69.3% | $5,403-16.5% |