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 | $83,978 | $72,404+16.0% | $110,238-23.8% | $64,186+30.8% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | -6.45% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,683 | $2,282-26.2% | $3,826-56.0% | $2,381-29.3% |
| Participant deferral / active EE | $3,878 | $3,469+11.8% | $4,672-17.0% | $3,470+11.8% |
| Admin fee / account holder | $6,467 | $5,664+14.2% | $8,547-24.3% | $4,888+32.3% |