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 | $67,895 | $42,383+60.2% | $76,523-11.3% | $64,186+5.8% |
| Participation rate | 96.6% | 58.1%+38.4pp | 68.0%+28.6pp | 69.6%+27.0pp |
| Annual return | -5.49% | -16.54%+11.0pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,689 | $1,563+199.9% | $2,647+77.1% | $2,381+96.9% |
| Participant deferral / active EE | $5,157 | $2,566+100.9% | $3,835+34.5% | $3,470+48.6% |
| Admin fee / account holder | $6,019 | $3,198+88.2% | $4,848+24.1% | $4,888+23.1% |