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 | $105,224 | $92,222+14.1% | $76,768+37.1% | $135,375-22.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -1.03% | 5.46%-6.5pp | 2.43%-3.5pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,515 | $3,216-52.9% | $2,485-39.0% | $4,779-68.3% |
| Participant deferral / active EE | $5,276 | $4,509+17.0% | $3,852+37.0% | $5,609-5.9% |
| Admin fee / account holder | $464 | $10,748-95.7% | $6,675-93.0% | $10,827-95.7% |