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 | $84,519 | $59,107+43.0% | $86,436-2.2% | $68,494+23.4% |
| Participation rate | 85.2% | 75.2%+9.9pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -16.41% | -0.23%-16.2pp | 4394.89%-4411.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,729 | $2,519+8.3% | $3,769-27.6% | $2,596+5.1% |
| Participant deferral / active EE | $6,892 | $5,901+16.8% | $6,952-0.9% | $4,027+71.1% |
| Admin fee / account holder | $28,145 | $5,637+399.3% | $6,731+318.1% | $5,403+420.9% |