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 | $75,385 | $76,000-0.8% | $154,107-51.1% | $64,186+17.4% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -4.64% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,450 | $3,351-26.9% | $5,298-53.8% | $2,381+2.9% |
| Participant deferral / active EE | $4,602 | $3,175+45.0% | $5,081-9.4% | $3,470+32.7% |
| Admin fee / account holder | $456 | $5,596-91.8% | $13,411-96.6% | $4,888-90.7% |