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 | $73,179 | $77,813-6.0% | $123,544-40.8% | $64,186+14.0% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -5.42% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,833 | $3,014+27.2% | $4,628-17.2% | $2,381+61.0% |
| Participant deferral / active EE | $8,667 | $5,240+65.4% | $6,426+34.9% | $3,470+149.8% |
| Admin fee / account holder | $7,151 | $5,519+29.6% | $9,284-23.0% | $4,888+46.3% |