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 | $95,144 | $91,538+3.9% | $129,995-26.8% | $75,163+26.6% |
| Participation rate | 82.1% | 71.4%+10.7pp | 78.5%+3.7pp | 67.2%+15.0pp |
| Annual return | 16.69% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,681 | $2,845-5.8% | $4,320-37.9% | $2,670+0.4% |
| Participant deferral / active EE | $5,114 | $4,341+17.8% | $5,820-12.1% | $4,125+24.0% |
| Admin fee / account holder | $9,859 | $6,790+45.2% | $10,614-7.1% | $5,651+74.5% |