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 | $74,589 | $57,354+30.1% | $83,848-11.0% | $64,186+16.2% |
| Participation rate | 77.5% | 68.6%+8.9pp | 76.1%+1.4pp | 69.6%+7.9pp |
| Annual return | -3.11% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,232 | $2,545-12.3% | $3,631-38.5% | $2,381-6.2% |
| Participant deferral / active EE | $4,550 | $2,993+52.0% | $4,082+11.5% | $3,470+31.1% |
| Admin fee / account holder | $21,665 | $4,046+435.5% | $5,478+295.5% | $4,888+343.2% |