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 | $77,430 | $64,707+19.7% | $112,228-31.0% | $68,494+13.0% |
| Participation rate | 77.6% | 67.2%+10.4pp | 75.1%+2.5pp | 67.9%+9.7pp |
| Annual return | -14.00% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,112 | $2,746-23.1% | $3,635-41.9% | $2,596-18.6% |
| Participant deferral / active EE | $5,757 | $3,565+61.5% | $4,728+21.8% | $4,027+43.0% |
| Admin fee / account holder | $13,096 | $5,232+150.3% | $6,410+104.3% | $5,403+142.4% |