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 | $95,687 | $64,707+47.9% | $112,228-14.7% | $68,494+39.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.33% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,592 | $2,746-5.6% | $3,635-28.7% | $2,596-0.2% |
| Participant deferral / active EE | $4,341 | $3,565+21.8% | $4,728-8.2% | $4,027+7.8% |
| Admin fee / account holder | $4,203 | $5,232-19.7% | $6,410-34.4% | $5,403-22.2% |