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 | $71,846 | $59,805+20.1% | $79,550-9.7% | $68,494+4.9% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.6pp |
| Annual return | -15.02% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,161 | $1,505+43.6% | $2,413-10.5% | $2,596-16.8% |
| Participant deferral / active EE | $4,670 | $3,024+54.4% | $3,985+17.2% | $4,027+16.0% |
| Admin fee / account holder | $8,018 | $4,835+65.9% | $6,832+17.4% | $5,403+48.4% |