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 | $111,783 | $92,222+21.2% | $76,768+45.6% | $135,375-17.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,130 | $3,216-33.8% | $2,485-14.3% | $4,779-55.4% |
| Participant deferral / active EE | $3,805 | $4,509-15.6% | $3,852-1.2% | $5,609-32.2% |
| Admin fee / account holder | $5,076 | $10,748-52.8% | $6,675-23.9% | $10,827-53.1% |