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 | $74,264 | $57,354+29.5% | $83,848-11.4% | $64,186+15.7% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -5.38% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,215 | $2,545+26.3% | $3,631-11.5% | $2,381+35.0% |
| Participant deferral / active EE | $5,322 | $2,993+77.8% | $4,082+30.4% | $3,470+53.4% |
| Admin fee / account holder | $2,358 | $4,046-41.7% | $5,478-57.0% | $4,888-51.8% |