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 | $86,117 | $45,863+87.8% | $77,024+11.8% | $68,494+25.7% |
| Participation rate | 73.3% | 55.9%+17.4pp | 67.9%+5.4pp | 67.9%+5.4pp |
| Annual return | -18.62% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,142 | $1,650+90.5% | $2,812+11.7% | $2,596+21.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,565 | $3,041+50.1% | $5,425-15.8% | $5,403-15.5% |