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 | $72,857 | $59,805+21.8% | $79,550-8.4% | $68,494+6.4% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -13.57% | -12.30%-1.3pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,000 | $1,505+165.8% | $2,413+65.8% | $2,596+54.1% |
| Participant deferral / active EE | $1,953 | $3,024-35.4% | $3,985-51.0% | $4,027-51.5% |
| Admin fee / account holder | $8,570 | $4,835+77.3% | $6,832+25.4% | $5,403+58.6% |