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 | $99,097 | $94,529+4.8% | $140,016-29.2% | $64,186+54.4% |
| Participation rate | 94.2% | 84.1%+10.1pp | 87.5%+6.7pp | 69.6%+24.7pp |
| Annual return | -5.63% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,430 | $3,812-62.5% | $5,606-74.5% | $2,381-39.9% |
| Participant deferral / active EE | $4,335 | $5,250-17.4% | $6,927-37.4% | $3,470+24.9% |
| Admin fee / account holder | $423 | $6,741-93.7% | $10,705-96.1% | $4,888-91.4% |