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 | $69,178 | $77,813-11.1% | $123,544-44.0% | $64,186+7.8% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | -5.97% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,486 | $3,014+15.7% | $4,628-24.7% | $2,381+46.4% |
| Participant deferral / active EE | $9,340 | $5,240+78.2% | $6,426+45.4% | $3,470+169.2% |
| Admin fee / account holder | $683 | $5,519-87.6% | $9,284-92.6% | $4,888-86.0% |