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 | $111,954 | $92,222+21.4% | $76,768+45.8% | $135,375-17.3% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -0.89% | 5.46%-6.4pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,565 | $3,216-20.2% | $2,485+3.2% | $4,779-46.3% |
| Participant deferral / active EE | $7,039 | $4,509+56.1% | $3,852+82.8% | $5,609+25.5% |
| Admin fee / account holder | $8,595 | $10,748-20.0% | $6,675+28.8% | $10,827-20.6% |