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 | $88,559 | $50,958+73.8% | $74,550+18.8% | $64,186+38.0% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.1%+25.5pp | 69.6%+25.0pp |
| Annual return | -5.43% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $710 | $1,115-36.4% | $1,961-63.8% | $2,381-70.2% |
| Participant deferral / active EE | $1,851 | $2,301-19.6% | $3,108-40.5% | $3,470-46.7% |
| Admin fee / account holder | $1,640 | $4,223-61.2% | $5,060-67.6% | $4,888-66.4% |