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 | $67,621 | $77,813-13.1% | $123,544-45.3% | $64,186+5.4% |
| Participation rate | 93.0% | 74.7%+18.2pp | 82.3%+10.7pp | 69.6%+23.4pp |
| Annual return | -3.46% | 12.48%-15.9pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,701 | $3,014+22.8% | $4,628-20.0% | $2,381+55.4% |
| Participant deferral / active EE | $10,523 | $5,240+100.8% | $6,426+63.8% | $3,470+203.3% |
| Admin fee / account holder | $6,760 | $5,519+22.5% | $9,284-27.2% | $4,888+38.3% |