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 | $73,220 | $77,813-5.9% | $123,544-40.7% | $64,186+14.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -6.50% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,173 | $3,014+5.3% | $4,628-31.4% | $2,381+33.3% |
| Participant deferral / active EE | $7,121 | $5,240+35.9% | $6,426+10.8% | $3,470+105.2% |
| Admin fee / account holder | $1,439 | $5,519-73.9% | $9,284-84.5% | $4,888-70.6% |