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 | $72,356 | $97,044-25.4% | $83,333-13.2% | $135,375-46.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -8.14% | 12.31%-20.4pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,698 | $4,143-59.0% | $3,379-49.7% | $4,779-64.5% |
| Participant deferral / active EE | $6,771 | $5,964+13.5% | $5,565+21.7% | $5,609+20.7% |
| Admin fee / account holder | $1,109 | $8,380-86.8% | $7,510-85.2% | $10,827-89.8% |