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 | $100,062 | $56,357+77.6% | $104,294-4.1% | $68,494+46.1% |
| Participation rate | 89.7% | 63.3%+26.4pp | 73.3%+16.4pp | 67.9%+21.8pp |
| Annual return | -18.41% | -9.19%-9.2pp | 24.61%-43.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,399 | $1,960+22.4% | $3,372-28.9% | $2,596-7.6% |
| Participant deferral / active EE | $5,187 | $3,077+68.5% | $4,625+12.1% | $4,027+28.8% |
| Admin fee / account holder | $372 | $4,903-92.4% | $7,339-94.9% | $5,403-93.1% |