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 | $75,640 | $77,813-2.8% | $123,544-38.8% | $64,186+17.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -4.24% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,408 | $3,014-20.1% | $4,628-48.0% | $2,381+1.2% |
| Participant deferral / active EE | $8,364 | $5,240+59.6% | $6,426+30.2% | $3,470+141.1% |
| Admin fee / account holder | $3,739 | $5,519-32.2% | $9,284-59.7% | $4,888-23.5% |