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 | $84,716 | $77,813+8.9% | $123,544-31.4% | $64,186+32.0% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -0.67% | 12.48%-13.2pp | 119.20%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,635 | $3,014-12.6% | $4,628-43.1% | $2,381+10.7% |
| Participant deferral / active EE | $12,032 | $5,240+129.6% | $6,426+87.3% | $3,470+246.8% |
| Admin fee / account holder | $23,769 | $5,519+330.7% | $9,284+156.0% | $4,888+386.3% |