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 | $86,839 | $50,958+70.4% | $74,550+16.5% | $64,186+35.3% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.1%+28.8pp | 69.6%+28.4pp |
| Annual return | -4.44% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,041 | $1,115+83.0% | $1,961+4.1% | $2,381-14.3% |
| Participant deferral / active EE | $3,778 | $2,301+64.1% | $3,108+21.5% | $3,470+8.9% |
| Admin fee / account holder | $8,829 | $4,223+109.1% | $5,060+74.5% | $4,888+80.6% |