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 | $69,869 | $58,577+19.3% | $83,333-16.2% | $64,186+8.9% |
| Participation rate | 88.1% | 72.0%+16.1pp | 77.8%+10.4pp | 69.6%+18.6pp |
| Annual return | -4.82% | 9.65%-14.5pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,488 | $4,654+60.9% | $5,565+34.5% | $3,470+115.8% |
| Admin fee / account holder | $5,751 | $9,275-38.0% | $7,510-23.4% | $4,888+17.6% |