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 | $79,809 | $57,354+39.2% | $83,848-4.8% | $64,186+24.3% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -6.83% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,330 | $2,545-8.4% | $3,631-35.8% | $2,381-2.1% |
| Participant deferral / active EE | $5,677 | $2,993+89.7% | $4,082+39.1% | $3,470+63.6% |
| Admin fee / account holder | $6,337 | $4,046+56.6% | $5,478+15.7% | $4,888+29.6% |