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 | $75,634 | $77,813-2.8% | $123,544-38.8% | $64,186+17.8% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | -4.47% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,945 | $3,014+64.1% | $4,628+6.8% | $2,381+107.7% |
| Participant deferral / active EE | $4,024 | $5,240-23.2% | $6,426-37.4% | $3,470+16.0% |
| Admin fee / account holder | $12,135 | $5,519+119.9% | $9,284+30.7% | $4,888+148.3% |