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 | $77,488 | $73,004+6.1% | $90,749-14.6% | $68,494+13.1% |
| Participation rate | 87.7% | 70.8%+16.9pp | 75.7%+12.0pp | 67.9%+19.8pp |
| Annual return | -16.15% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,873 | $2,193+167.8% | $2,921+101.1% | $2,596+126.2% |
| Participant deferral / active EE | $4,905 | $3,627+35.2% | $4,564+7.5% | $4,027+21.8% |
| Admin fee / account holder | $6,050 | $5,896+2.6% | $8,445-28.4% | $5,403+12.0% |