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 | $90,863 | $50,958+78.3% | $74,550+21.9% | $64,186+41.6% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.1%+16.0pp | 69.6%+15.6pp |
| Annual return | -4.26% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $720 | $1,115-35.4% | $1,961-63.3% | $2,381-69.8% |
| Participant deferral / active EE | $3,222 | $2,301+40.0% | $3,108+3.7% | $3,470-7.1% |
| Admin fee / account holder | $741 | $4,223-82.5% | $5,060-85.4% | $4,888-84.8% |