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 | $105,451 | $77,813+35.5% | $123,544-14.6% | $64,186+64.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,067 | $3,014-31.4% | $4,628-55.3% | $2,381-13.2% |
| Participant deferral / active EE | $7,414 | $5,240+41.5% | $6,426+15.4% | $3,470+113.7% |
| Admin fee / account holder | $7,682 | $5,519+39.2% | $9,284-17.3% | $4,888+57.2% |