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 | $91,832 | $72,404+26.8% | $110,238-16.7% | $64,186+43.1% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.1pp |
| Annual return | -1.38% | -6.29%+4.9pp | 314.74%-316.1pp | 7.63%-9.0pp |
| Employer contribution / active EE | $827 | $2,282-63.8% | $3,826-78.4% | $2,381-65.3% |
| Participant deferral / active EE | $5,246 | $3,469+51.2% | $4,672+12.3% | $3,470+51.2% |
| Admin fee / account holder | $8,314 | $5,664+46.8% | $8,547-2.7% | $4,888+70.1% |