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 | $85,771 | $77,813+10.2% | $123,544-30.6% | $64,186+33.6% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -5.64% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,112 | $3,014-63.1% | $4,628-76.0% | $2,381-53.3% |
| Participant deferral / active EE | $7,592 | $5,240+44.9% | $6,426+18.2% | $3,470+118.8% |
| Admin fee / account holder | $672 | $5,519-87.8% | $9,284-92.8% | $4,888-86.3% |