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 | $73,540 | $48,265+52.4% | $68,791+6.9% | $68,494+7.4% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -16.90% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,274 | $1,829+24.4% | $2,655-14.4% | $2,596-12.4% |
| Participant deferral / active EE | $3,912 | $2,867+36.5% | $3,941-0.7% | $4,027-2.9% |
| Admin fee / account holder | $21,795 | $4,355+400.4% | $4,932+341.9% | $5,403+303.4% |