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 | $111,815 | $92,222+21.2% | $76,768+45.7% | $135,375-17.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,301 | $3,216-59.5% | $2,485-47.6% | $4,779-72.8% |
| Participant deferral / active EE | $2,935 | $4,509-34.9% | $3,852-23.8% | $5,609-47.7% |
| Admin fee / account holder | $7,693 | $10,748-28.4% | $6,675+15.2% | $10,827-28.9% |