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 | $66,969 | $77,813-13.9% | $123,544-45.8% | $64,186+4.3% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -6.66% | 12.48%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,365 | $3,014+11.7% | $4,628-27.3% | $2,381+41.3% |
| Participant deferral / active EE | $8,218 | $5,240+56.8% | $6,426+27.9% | $3,470+136.8% |
| Admin fee / account holder | $2,727 | $5,519-50.6% | $9,284-70.6% | $4,888-44.2% |