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 | $69,017 | $45,863+50.5% | $77,024-10.4% | $68,494+0.8% |
| Participation rate | 73.9% | 55.9%+18.0pp | 67.9%+6.0pp | 67.9%+6.0pp |
| Annual return | -12.83% | 1.72%-14.5pp | 42.32%-55.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,398 | $1,650+106.0% | $2,812+20.8% | $2,596+30.9% |
| Participant deferral / active EE | $6,561 | $2,962+121.5% | $4,426+48.2% | $4,027+62.9% |
| Admin fee / account holder | $2,805 | $3,041-7.8% | $5,425-48.3% | $5,403-48.1% |