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 | $72,209 | $72,404-0.3% | $110,238-34.5% | $64,186+12.5% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -7.56% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,256 | $2,282+130.4% | $3,826+37.4% | $2,381+120.8% |
| Participant deferral / active EE | $5,423 | $3,469+56.3% | $4,672+16.1% | $3,470+56.3% |
| Admin fee / account holder | $5,878 | $5,664+3.8% | $8,547-31.2% | $4,888+20.3% |