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 | $82,528 | $71,883+14.8% | $86,677-4.8% | $68,494+20.5% |
| Participation rate | 98.5% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -13.34% | 3.52%-16.9pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,498 | $2,173+107.0% | $2,836+58.6% | $2,596+73.3% |
| Participant deferral / active EE | $4,875 | $3,779+29.0% | $4,656+4.7% | $4,027+21.0% |
| Admin fee / account holder | $3,280 | $6,112-46.3% | $7,493-56.2% | $5,403-39.3% |