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 | $78,879 | $72,404+8.9% | $110,238-28.4% | $64,186+22.9% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.0pp |
| Annual return | -5.88% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,847 | $2,282+24.8% | $3,826-25.6% | $2,381+19.6% |
| Participant deferral / active EE | $5,989 | $3,469+72.6% | $4,672+28.2% | $3,470+72.6% |
| Admin fee / account holder | $4,664 | $5,664-17.7% | $8,547-45.4% | $4,888-4.6% |