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 | $84,763 | $59,805+41.7% | $79,550+6.6% | $68,494+23.8% |
| Participation rate | 87.4% | 61.1%+26.3pp | 69.5%+17.9pp | 67.9%+19.5pp |
| Annual return | -15.98% | -12.30%-3.7pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $666 | $1,505-55.7% | $2,413-72.4% | $2,596-74.3% |
| Participant deferral / active EE | $2,820 | $3,024-6.8% | $3,985-29.2% | $4,027-30.0% |
| Admin fee / account holder | $16,911 | $4,835+249.8% | $6,832+147.5% | $5,403+213.0% |