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 | $78,943 | $49,451+59.6% | $79,550-0.8% | $66,914+18.0% |
| Participation rate | 71.2% | 61.3%+9.8pp | 69.5%+1.7pp | 69.8%+1.4pp |
| Annual return | -15.21% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,992 | $1,266+57.4% | $2,413-17.5% | $2,544-21.7% |
| Participant deferral / active EE | $5,820 | $3,159+84.3% | $3,985+46.0% | $4,237+37.4% |
| Admin fee / account holder | $19,019 | $595+3098.7% | $6,832+178.4% | $593+3105.9% |