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 | $74,409 | $77,813-4.4% | $123,544-39.8% | $64,186+15.9% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -7.60% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,617 | $3,014-13.2% | $4,628-43.4% | $2,381+9.9% |
| Participant deferral / active EE | $6,959 | $5,240+32.8% | $6,426+8.3% | $3,470+100.6% |
| Admin fee / account holder | $1,454 | $5,519-73.7% | $9,284-84.3% | $4,888-70.3% |