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 | $70,790 | $57,354+23.4% | $83,848-15.6% | $64,186+10.3% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.5pp | 69.6%+28.1pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $973 | $2,545-61.8% | $3,631-73.2% | $2,381-59.2% |
| Participant deferral / active EE | $4,108 | $2,993+37.3% | $4,082+0.7% | $3,470+18.4% |
| Admin fee / account holder | $6,880 | $4,046+70.1% | $5,478+25.6% | $4,888+40.8% |