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 | $76,837 | $48,265+59.2% | $68,791+11.7% | $68,494+12.2% |
| Participation rate | 82.9% | 60.7%+22.3pp | 69.0%+13.9pp | 67.9%+15.0pp |
| Annual return | -15.96% | -12.71%-3.3pp | -6.38%-9.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,328 | $1,829+82.0% | $2,655+25.3% | $2,596+28.2% |
| Participant deferral / active EE | $5,968 | $2,867+108.2% | $3,941+51.4% | $4,027+48.2% |
| Admin fee / account holder | $6,801 | $4,355+56.1% | $4,932+37.9% | $5,403+25.9% |