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 | $71,297 | $49,177+45.0% | $79,464-10.3% | $64,186+11.1% |
| Participation rate | 84.8% | 65.0%+19.8pp | 73.3%+11.5pp | 69.6%+15.2pp |
| Annual return | -6.54% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,027 | $2,076-2.4% | $2,800-27.6% | $2,381-14.9% |
| Participant deferral / active EE | $3,693 | $2,821+30.9% | $3,704-0.3% | $3,470+6.5% |
| Admin fee / account holder | $2,149 | $3,839-44.0% | $5,113-58.0% | $4,888-56.0% |