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 | $74,664 | $64,707+15.4% | $112,228-33.5% | $68,494+9.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.23% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $7,296 | $2,746+165.7% | $3,635+100.8% | $2,596+181.0% |
| Participant deferral / active EE | $3,330 | $3,565-6.6% | $4,728-29.6% | $4,027-17.3% |
| Admin fee / account holder | $1,447 | $5,232-72.3% | $6,410-77.4% | $5,403-73.2% |