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 | $72,948 | $77,813-6.3% | $123,544-41.0% | $64,186+13.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.94% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,869 | $3,014-38.0% | $4,628-59.6% | $2,381-21.5% |
| Participant deferral / active EE | $6,777 | $5,240+29.3% | $6,426+5.5% | $3,470+95.3% |
| Admin fee / account holder | $6,524 | $5,519+18.2% | $9,284-29.7% | $4,888+33.5% |