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 | $93,056 | $71,883+29.5% | $86,677+7.4% | $68,494+35.9% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -15.12% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,079 | $2,173-50.3% | $2,836-61.9% | $2,596-58.4% |
| Participant deferral / active EE | $7,223 | $3,779+91.2% | $4,656+55.1% | $4,027+79.4% |
| Admin fee / account holder | $11,458 | $6,112+87.5% | $7,493+52.9% | $5,403+112.1% |