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 | $74,662 | $57,354+30.2% | $83,848-11.0% | $64,186+16.3% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -3.48% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,630 | $2,545+121.2% | $3,631+55.1% | $2,381+136.5% |
| Participant deferral / active EE | $8,327 | $2,993+178.2% | $4,082+104.0% | $3,470+140.0% |
| Admin fee / account holder | $7,334 | $4,046+81.3% | $5,478+33.9% | $4,888+50.0% |