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 | $99,947 | $71,883+39.0% | $86,677+15.3% | $68,494+45.9% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -9.84% | 3.52%-13.4pp | 35.91%-45.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,071 | $2,173-50.7% | $2,836-62.2% | $2,596-58.7% |
| Participant deferral / active EE | $4,748 | $3,779+25.7% | $4,656+2.0% | $4,027+17.9% |
| Admin fee / account holder | $2,144 | $6,112-64.9% | $7,493-71.4% | $5,403-60.3% |