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 | $76,590 | $77,813-1.6% | $123,544-38.0% | $64,186+19.3% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -7.26% | 12.48%-19.7pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,280 | $3,014-24.4% | $4,628-50.7% | $2,381-4.2% |
| Participant deferral / active EE | $5,493 | $5,240+4.8% | $6,426-14.5% | $3,470+58.3% |
| Admin fee / account holder | $2,513 | $5,519-54.5% | $9,284-72.9% | $4,888-48.6% |