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 | $94,629 | $94,529+0.1% | $140,016-32.4% | $64,186+47.4% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -6.17% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,258 | $3,812+90.4% | $5,606+29.5% | $2,381+204.9% |
| Participant deferral / active EE | $13,661 | $5,250+160.2% | $6,927+97.2% | $3,470+293.7% |
| Admin fee / account holder | $5,504 | $6,741-18.3% | $10,705-48.6% | $4,888+12.6% |