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 | $85,154 | $45,863+85.7% | $77,024+10.6% | $68,494+24.3% |
| Participation rate | 94.3% | 55.9%+38.4pp | 67.9%+26.4pp | 67.9%+26.4pp |
| Annual return | -13.65% | 1.72%-15.4pp | 42.32%-56.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,047 | $1,650+84.7% | $2,812+8.4% | $2,596+17.4% |
| Participant deferral / active EE | $5,968 | $2,962+101.5% | $4,426+34.8% | $4,027+48.2% |
| Admin fee / account holder | $1,208 | $3,041-60.3% | $5,425-77.7% | $5,403-77.6% |