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 | $63,425 | $77,813-18.5% | $123,544-48.7% | $64,186-1.2% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -7.79% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,477 | $3,014+81.7% | $4,628+18.4% | $2,381+130.1% |
| Participant deferral / active EE | $10,292 | $5,240+96.4% | $6,426+60.2% | $3,470+196.6% |
| Admin fee / account holder | $2,535 | $5,519-54.1% | $9,284-72.7% | $4,888-48.1% |