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 | $97,206 | $64,707+50.2% | $112,228-13.4% | $68,494+41.9% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -11.07% | -11.40%+0.3pp | 27.45%-38.5pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,176 | $2,746-57.2% | $3,635-67.6% | $2,596-54.7% |
| Participant deferral / active EE | $5,135 | $3,565+44.0% | $4,728+8.6% | $4,027+27.5% |
| Admin fee / account holder | $8,196 | $5,232+56.7% | $6,410+27.9% | $5,403+51.7% |