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 | $77,581 | $110,094-29.5% | $151,611-48.8% | $68,494+13.3% |
| Participation rate | 73.3% | 84.0%-10.6pp | 87.5%-14.2pp | 67.9%+5.4pp |
| Annual return | -15.83% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,916 | $4,471+10.0% | $6,166-20.3% | $2,596+89.3% |
| Participant deferral / active EE | $9,782 | $6,527+49.9% | $8,363+17.0% | $4,027+142.9% |
| Admin fee / account holder | $3,666 | $7,719-52.5% | $11,616-68.4% | $5,403-32.1% |