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 | $83,867 | $167,307-49.9% | $143,757-41.7% | $134,475-37.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -19.05% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $7,469 | $5,619+32.9% | $4,951+50.9% | $4,740+57.6% |
| Participant deferral / active EE | $5,317 | $6,446-17.5% | $5,637-5.7% | $6,400-16.9% |
| Admin fee / account holder | $746 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |