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 | $65,311 | $42,383+54.1% | $76,523-14.7% | $64,186+1.8% |
| Participation rate | 92.8% | 58.1%+34.6pp | 68.0%+24.8pp | 69.6%+23.2pp |
| Annual return | -8.55% | -16.54%+8.0pp | -0.27%-8.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $7,546 | $1,563+382.7% | $2,647+185.1% | $2,381+217.0% |
| Participant deferral / active EE | $7,415 | $2,566+188.9% | $3,835+93.3% | $3,470+113.7% |
| Admin fee / account holder | $2,381 | $3,198-25.5% | $4,848-50.9% | $4,888-51.3% |