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 | $120,588 | $77,813+55.0% | $123,544-2.4% | $64,186+87.9% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -7.11% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $626 | $3,014-79.2% | $4,628-86.5% | $2,381-73.7% |
| Participant deferral / active EE | $5,298 | $5,240+1.1% | $6,426-17.6% | $3,470+52.7% |
| Admin fee / account holder | $10,149 | $5,519+83.9% | $9,284+9.3% | $4,888+107.6% |