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 | $93,122 | $52,836+76.2% | $105,738-11.9% | $64,186+45.1% |
| Participation rate | 72.1% | 66.5%+5.6pp | 76.3%-4.2pp | 69.6%+2.6pp |
| Annual return | -7.28% | 14.30%-21.6pp | 6.27%-13.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $608 | $1,827-66.7% | $3,268-81.4% | $2,381-74.5% |
| Participant deferral / active EE | $1,325 | $2,545-48.0% | $4,080-67.5% | $3,470-61.8% |
| Admin fee / account holder | $1,288 | $3,959-67.5% | $6,913-81.4% | $4,888-73.6% |