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 | $72,369 | $54,229+33.5% | $70,092+3.2% | $68,494+5.7% |
| Participation rate | 96.2% | 64.5%+31.7pp | 70.5%+25.7pp | 67.9%+28.3pp |
| Annual return | -12.31% | -13.87%+1.6pp | 190.73%-203.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,479 | $2,018+121.9% | $2,559+75.0% | $2,596+72.5% |
| Participant deferral / active EE | $2,921 | $2,956-1.2% | $3,849-24.1% | $4,027-27.5% |
| Admin fee / account holder | $1,594 | $4,694-66.1% | $6,267-74.6% | $5,403-70.5% |