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 | $69,666 | $57,354+21.5% | $83,848-16.9% | $64,186+8.5% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.7pp | 69.6%+14.3pp |
| Annual return | -5.65% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,223 | $2,545-12.6% | $3,631-38.8% | $2,381-6.6% |
| Participant deferral / active EE | $5,279 | $2,993+76.4% | $4,082+29.3% | $3,470+52.2% |
| Admin fee / account holder | $729 | $4,046-82.0% | $5,478-86.7% | $4,888-85.1% |