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 | $75,005 | $64,707+15.9% | $112,228-33.2% | $68,494+9.5% |
| Participation rate | 85.0% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -16.11% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $8,081 | $2,746+194.3% | $3,635+122.3% | $2,596+211.3% |
| Participant deferral / active EE | $3,929 | $3,565+10.2% | $4,728-16.9% | $4,027-2.4% |
| Admin fee / account holder | $14,029 | $5,232+168.1% | $6,410+118.9% | $5,403+159.7% |