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 | $76,689 | $69,010+11.1% | $159,960-52.1% | $68,494+12.0% |
| Participation rate | 77.3% | 65.4%+11.9pp | 78.0%-0.7pp | 67.9%+9.4pp |
| Annual return | -14.78% | -9.65%-5.1pp | 408.60%-423.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,795 | $2,213-18.9% | $4,226-57.5% | $2,596-30.9% |
| Participant deferral / active EE | $4,365 | $4,212+3.6% | $6,182-29.4% | $4,027+8.4% |
| Admin fee / account holder | $24,573 | $4,798+412.1% | $8,698+182.5% | $5,403+354.8% |