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 | $83,369 | $71,883+16.0% | $86,677-3.8% | $68,494+21.7% |
| Participation rate | 94.2% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.3pp |
| Annual return | -12.22% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,349 | $2,173-37.9% | $2,836-52.4% | $2,596-48.0% |
| Participant deferral / active EE | $6,345 | $3,779+67.9% | $4,656+36.3% | $4,027+57.6% |
| Admin fee / account holder | $21,917 | $6,112+258.6% | $7,493+192.5% | $5,403+305.7% |