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 | $92,239 | $99,032-6.9% | $80,019+15.3% | $135,375-31.9% |
| Participation rate | 95.8% | 78.4%+17.5pp | 75.8%+20.0pp | 82.6%+13.2pp |
| Annual return | -6.05% | 15.39%-21.4pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,083 | $3,043-31.5% | $2,468-15.6% | $4,779-56.4% |
| Participant deferral / active EE | $3,381 | $4,282-21.0% | $3,686-8.3% | $5,609-39.7% |
| Admin fee / account holder | $574 | $10,436-94.5% | $6,521-91.2% | $10,827-94.7% |