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 | $69,637 | $77,813-10.5% | $123,544-43.6% | $64,186+8.5% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -3.41% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,281 | $3,014-57.5% | $4,628-72.3% | $2,381-46.2% |
| Participant deferral / active EE | $6,597 | $5,240+25.9% | $6,426+2.7% | $3,470+90.1% |
| Admin fee / account holder | $4,400 | $5,519-20.3% | $9,284-52.6% | $4,888-10.0% |