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 | $71,336 | $50,958+40.0% | $74,550-4.3% | $64,186+11.1% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.1%+25.0pp | 69.6%+24.5pp |
| Annual return | -4.47% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,507 | $1,115+35.1% | $1,961-23.2% | $2,381-36.7% |
| Participant deferral / active EE | $3,431 | $2,301+49.1% | $3,108+10.4% | $3,470-1.1% |
| Admin fee / account holder | $17,630 | $4,223+317.5% | $5,060+248.5% | $4,888+260.7% |