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 | $76,893 | $69,518+10.6% | $59,878+28.4% | $135,375-43.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -1.83% | 7.94%-9.8pp | 3.46%-5.3pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,510 | $3,235-53.3% | $2,722-44.5% | $4,779-68.4% |
| Participant deferral / active EE | $1,393 | $4,206-66.9% | $3,402-59.0% | $5,609-75.2% |
| Admin fee / account holder | $7,178 | $5,734+25.2% | $3,590+99.9% | $10,827-33.7% |