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 | $89,595 | $71,883+24.6% | $86,677+3.4% | $68,494+30.8% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -18.42% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,595 | $2,173-26.6% | $2,836-43.8% | $2,596-38.6% |
| Participant deferral / active EE | $9,346 | $3,779+147.3% | $4,656+100.8% | $4,027+132.1% |
| Admin fee / account holder | $22,774 | $6,112+272.6% | $7,493+203.9% | $5,403+321.5% |