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 | $75,387 | $42,894+75.8% | $60,874+23.8% | $68,494+10.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -8.32% | -13.98%+5.7pp | 16.90%-25.2pp | -7.84%-0.5pp |
| Employer contribution / active EE | $4,824 | $1,978+143.9% | $2,701+78.6% | $2,596+85.8% |
| Participant deferral / active EE | $2,181 | $2,867-23.9% | $3,817-42.8% | $4,027-45.8% |
| Admin fee / account holder | $2,775 | $3,101-10.5% | $3,224-13.9% | $5,403-48.6% |