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 | $86,015 | $73,004+17.8% | $90,749-5.2% | $68,494+25.6% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -1.63% | -13.81%+12.2pp | -12.16%+10.5pp | -7.84%+6.2pp |
| Employer contribution / active EE | $12,500 | $2,193+470.0% | $2,921+328.0% | $2,596+381.5% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,429 | $5,896-41.8% | $8,445-59.4% | $5,403-36.5% |