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 | $109,856 | $99,032+10.9% | $80,019+37.3% | $135,375-18.9% |
| Participation rate | 70.6% | 78.4%-7.8pp | 75.8%-5.2pp | 82.6%-12.1pp |
| Annual return | -3.69% | 15.39%-19.1pp | 11.22%-14.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,296 | $3,043-57.4% | $2,468-47.5% | $4,779-72.9% |
| Participant deferral / active EE | $6,206 | $4,282+44.9% | $3,686+68.4% | $5,609+10.6% |
| Admin fee / account holder | $3,280 | $10,436-68.6% | $6,521-49.7% | $10,827-69.7% |