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 | $77,046 | $77,813-1.0% | $123,544-37.6% | $64,186+20.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -4.84% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,071 | $3,014+1.9% | $4,628-33.6% | $2,381+29.0% |
| Participant deferral / active EE | $10,131 | $5,240+93.4% | $6,426+57.7% | $3,470+192.0% |
| Admin fee / account holder | $16,209 | $5,519+193.7% | $9,284+74.6% | $4,888+231.6% |