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 | $92,017 | $77,813+18.3% | $123,544-25.5% | $64,186+43.4% |
| Participation rate | 89.6% | 74.7%+14.8pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -6.16% | 12.48%-18.6pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,040 | $3,014+67.2% | $4,628+8.9% | $2,381+111.7% |
| Participant deferral / active EE | $9,835 | $5,240+87.7% | $6,426+53.1% | $3,470+183.5% |
| Admin fee / account holder | $6,373 | $5,519+15.5% | $9,284-31.4% | $4,888+30.4% |