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 | $69,293 | $57,354+20.8% | $83,848-17.4% | $64,186+8.0% |
| Participation rate | 87.0% | 68.6%+18.3pp | 76.1%+10.8pp | 69.6%+17.4pp |
| Annual return | -5.33% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,609 | $2,545+2.5% | $3,631-28.2% | $2,381+9.6% |
| Participant deferral / active EE | $4,017 | $2,993+34.2% | $4,082-1.6% | $3,470+15.8% |
| Admin fee / account holder | $687 | $4,046-83.0% | $5,478-87.5% | $4,888-86.0% |