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 | $100,049 | $54,350+84.1% | $82,719+21.0% | $68,494+46.1% |
| Participation rate | 70.6% | 63.9%+6.7pp | 72.6%-2.0pp | 67.9%+2.7pp |
| Annual return | -18.82% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,639 | $2,218+19.0% | $3,009-12.3% | $2,596+1.7% |
| Participant deferral / active EE | $5,541 | $3,246+70.7% | $4,395+26.1% | $4,027+37.6% |
| Admin fee / account holder | $5,583 | $4,395+27.0% | $5,329+4.8% | $5,403+3.3% |