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 | $91,873 | $72,404+26.9% | $110,238-16.7% | $64,186+43.1% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.4pp | 69.6%+8.8pp |
| Annual return | -6.59% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $854 | $2,282-62.6% | $3,826-77.7% | $2,381-64.1% |
| Participant deferral / active EE | $5,919 | $3,469+70.6% | $4,672+26.7% | $3,470+70.6% |
| Admin fee / account holder | $6,706 | $5,664+18.4% | $8,547-21.5% | $4,888+37.2% |