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 | $69,226 | $82,664-16.3% | $125,339-44.8% | $68,494+1.1% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,674 | $3,381+38.2% | $4,814-2.9% | $2,596+80.0% |
| Participant deferral / active EE | $8,381 | $6,110+37.2% | $7,446+12.6% | $4,027+108.1% |
| Admin fee / account holder | $4,916 | $6,275-21.7% | $10,010-50.9% | $5,403-9.0% |