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 | $100,946 | $77,813+29.7% | $123,544-18.3% | $64,186+57.3% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -1.16% | 12.48%-13.6pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $892 | $3,014-70.4% | $4,628-80.7% | $2,381-62.5% |
| Participant deferral / active EE | $3,093 | $5,240-41.0% | $6,426-51.9% | $3,470-10.9% |
| Admin fee / account holder | $3,707 | $5,519-32.8% | $9,284-60.1% | $4,888-24.2% |