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 | $69,330 | $50,958+36.1% | $74,550-7.0% | $64,186+8.0% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.1%+20.3pp | 69.6%+19.9pp |
| Annual return | -5.41% | -1.86%-3.6pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,863 | $1,115+67.0% | $1,961-5.0% | $2,381-21.8% |
| Participant deferral / active EE | $4,486 | $2,301+94.9% | $3,108+44.3% | $3,470+29.3% |
| Admin fee / account holder | $13,949 | $4,223+230.3% | $5,060+175.7% | $4,888+185.4% |