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 | $69,959 | $50,958+37.3% | $74,550-6.2% | $64,186+9.0% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -6.85% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,334 | $1,115+19.6% | $1,961-32.0% | $2,381-44.0% |
| Participant deferral / active EE | $2,904 | $2,301+26.2% | $3,108-6.6% | $3,470-16.3% |
| Admin fee / account holder | $642 | $4,223-84.8% | $5,060-87.3% | $4,888-86.9% |