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 | $69,976 | $73,867-5.3% | $143,757-51.3% | $68,494+2.2% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -18.33% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,822 | $3,184+82.8% | $4,951+17.6% | $2,596+124.2% |
| Participant deferral / active EE | $6,358 | $3,384+87.9% | $5,637+12.8% | $4,027+57.9% |
| Admin fee / account holder | $1,735 | $5,755-69.8% | $14,673-88.2% | $5,403-67.9% |