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 | $93,081 | $71,883+29.5% | $86,677+7.4% | $68,494+35.9% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,004 | $2,173-7.8% | $2,836-29.4% | $2,596-22.8% |
| Participant deferral / active EE | $2,872 | $3,779-24.0% | $4,656-38.3% | $4,027-28.7% |
| Admin fee / account holder | $7,008 | $6,112+14.7% | $7,493-6.5% | $5,403+29.7% |