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 | $77,920 | $77,813+0.1% | $123,544-36.9% | $64,186+21.4% |
| Participation rate | 78.2% | 74.7%+3.5pp | 82.3%-4.1pp | 69.6%+8.6pp |
| Annual return | -7.01% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,751 | $3,014-41.9% | $4,628-62.2% | $2,381-26.4% |
| Participant deferral / active EE | $6,482 | $5,240+23.7% | $6,426+0.9% | $3,470+86.8% |
| Admin fee / account holder | $4,188 | $5,519-24.1% | $9,284-54.9% | $4,888-14.3% |