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 | $71,370 | $43,723+63.2% | $121,196-41.1% | $64,186+11.2% |
| Participation rate | 79.5% | 58.3%+21.2pp | 71.7%+7.8pp | 69.6%+10.0pp |
| Annual return | -4.54% | 68.91%-73.4pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $723 | $1,296-44.3% | $4,022-82.0% | $2,381-69.7% |
| Participant deferral / active EE | $4,514 | $2,280+98.0% | $3,344+35.0% | $3,470+30.1% |
| Admin fee / account holder | $491 | $3,501-86.0% | $5,019-90.2% | $4,888-90.0% |