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 | $74,674 | $50,958+46.5% | $74,550+0.2% | $64,186+16.3% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | -4.11% | -1.86%-2.3pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,598 | $1,115+312.2% | $1,961+134.5% | $2,381+93.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,497 | $4,223+53.9% | $5,060+28.4% | $4,888+32.9% |