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 | $91,399 | $46,674+95.8% | $117,472-22.2% | $68,494+33.4% |
| Participation rate | 73.1% | 56.8%+16.3pp | 70.6%+2.5pp | 67.9%+5.2pp |
| Annual return | -18.86% | -14.52%-4.3pp | 29.74%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $991 | $1,505-34.1% | $4,176-76.3% | $2,596-61.8% |
| Participant deferral / active EE | $4,389 | $2,636+66.5% | $4,070+7.8% | $4,027+9.0% |
| Admin fee / account holder | $802 | $4,020-80.0% | $5,645-85.8% | $5,403-85.1% |