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 | $74,276 | $53,162+39.7% | $91,220-18.6% | $68,494+8.4% |
| Participation rate | 91.4% | 63.2%+28.2pp | 73.2%+18.2pp | 67.9%+23.5pp |
| Annual return | -17.17% | -3.14%-14.0pp | 114.01%-131.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,196 | $1,709+262.4% | $2,850+117.4% | $2,596+138.6% |
| Participant deferral / active EE | $6,434 | $2,974+116.4% | $4,234+52.0% | $4,027+59.8% |
| Admin fee / account holder | $4,113 | $4,493-8.5% | $5,420-24.1% | $5,403-23.9% |