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 | $67,243 | $77,813-13.6% | $123,544-45.6% | $64,186+4.8% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.3pp |
| Annual return | -6.55% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,098 | $3,014+2.8% | $4,628-33.1% | $2,381+30.1% |
| Participant deferral / active EE | $7,088 | $5,240+35.3% | $6,426+10.3% | $3,470+104.3% |
| Admin fee / account holder | $11,478 | $5,519+108.0% | $9,284+23.6% | $4,888+134.8% |