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 | $79,476 | $64,707+22.8% | $112,228-29.2% | $68,494+16.0% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -14.84% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,193 | $2,746-20.1% | $3,635-39.7% | $2,596-15.5% |
| Participant deferral / active EE | $5,854 | $3,565+64.2% | $4,728+23.8% | $4,027+45.4% |
| Admin fee / account holder | $15,018 | $5,232+187.0% | $6,410+134.3% | $5,403+178.0% |