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 | $81,881 | $77,813+5.2% | $123,544-33.7% | $64,186+27.6% |
| Participation rate | 71.9% | 74.7%-2.8pp | 82.3%-10.4pp | 69.6%+2.3pp |
| Annual return | -6.43% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,464 | $3,014+14.9% | $4,628-25.1% | $2,381+45.5% |
| Participant deferral / active EE | $7,472 | $5,240+42.6% | $6,426+16.3% | $3,470+115.4% |
| Admin fee / account holder | $7,516 | $5,519+36.2% | $9,284-19.0% | $4,888+53.8% |