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 | $76,013 | $64,707+17.5% | $112,228-32.3% | $68,494+11.0% |
| Participation rate | 75.8% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.9pp |
| Annual return | -15.24% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,056 | $2,746-25.1% | $3,635-43.4% | $2,596-20.8% |
| Participant deferral / active EE | $5,398 | $3,565+51.4% | $4,728+14.2% | $4,027+34.0% |
| Admin fee / account holder | $7,683 | $5,232+46.8% | $6,410+19.9% | $5,403+42.2% |