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 | $98,382 | $54,350+81.0% | $82,719+18.9% | $68,494+43.6% |
| Participation rate | 72.5% | 63.9%+8.6pp | 72.6%-0.1pp | 67.9%+4.6pp |
| Annual return | -18.31% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $946 | $2,218-57.4% | $3,009-68.6% | $2,596-63.6% |
| Participant deferral / active EE | $3,628 | $3,246+11.8% | $4,395-17.4% | $4,027-9.9% |
| Admin fee / account holder | $5,672 | $4,395+29.0% | $5,329+6.4% | $5,403+5.0% |