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 | $72,209 | $73,867-2.2% | $143,757-49.8% | $68,494+5.4% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,472 | $3,184+71.8% | $4,951+10.5% | $2,596+110.7% |
| Participant deferral / active EE | $4,646 | $3,384+37.3% | $5,637-17.6% | $4,027+15.4% |
| Admin fee / account holder | $2,991 | $5,755-48.0% | $14,673-79.6% | $5,403-44.6% |