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 | $74,250 | $46,674+59.1% | $117,472-36.8% | $68,494+8.4% |
| Participation rate | 84.3% | 56.8%+27.5pp | 70.6%+13.7pp | 67.9%+16.4pp |
| Annual return | -11.55% | -14.52%+3.0pp | 29.74%-41.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,369 | $1,505+190.4% | $4,176+4.6% | $2,596+68.3% |
| Participant deferral / active EE | $3,752 | $2,636+42.3% | $4,070-7.8% | $4,027-6.8% |
| Admin fee / account holder | $7,221 | $4,020+79.6% | $5,645+27.9% | $5,403+33.7% |