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 | $79,701 | $57,354+39.0% | $83,848-4.9% | $64,186+24.2% |
| Participation rate | 73.8% | 68.6%+5.2pp | 76.1%-2.3pp | 69.6%+4.2pp |
| Annual return | -7.37% | 11.38%-18.8pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,301 | $2,545-9.6% | $3,631-36.6% | $2,381-3.3% |
| Participant deferral / active EE | $4,765 | $2,993+59.2% | $4,082+16.7% | $3,470+37.3% |
| Admin fee / account holder | $4,328 | $4,046+7.0% | $5,478-21.0% | $4,888-11.5% |