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 | $72,802 | $53,162+36.9% | $91,220-20.2% | $68,494+6.3% |
| Participation rate | 72.0% | 63.2%+8.8pp | 73.2%-1.2pp | 67.9%+4.1pp |
| Annual return | -18.29% | -3.14%-15.1pp | 114.01%-132.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,929 | $1,709+129.9% | $2,850+37.9% | $2,596+51.3% |
| Participant deferral / active EE | $4,433 | $2,974+49.1% | $4,234+4.7% | $4,027+10.1% |
| Admin fee / account holder | $18,100 | $4,493+302.8% | $5,420+234.0% | $5,403+235.0% |