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 | $90,915 | $70,002+29.9% | $115,037-21.0% | $52,331+73.7% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | -0.76% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4,199 | $2,715+54.7% | $4,608-8.9% | $1,882+123.1% |
| Participant deferral / active EE | $4,835 | $4,920-1.7% | $6,026-19.8% | $3,022+60.0% |
| Admin fee / account holder | $1,970 | $566+248.1% | $8,175-75.9% | $592+233.0% |