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 | $71,540 | $73,867-3.1% | $143,757-50.2% | $68,494+4.4% |
| Participation rate | 98.5% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -16.03% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,167 | $3,184+30.9% | $4,951-15.8% | $2,596+60.5% |
| Participant deferral / active EE | $5,391 | $3,384+59.3% | $5,637-4.4% | $4,027+33.9% |
| Admin fee / account holder | $1,308 | $5,755-77.3% | $14,673-91.1% | $5,403-75.8% |