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 | $89,501 | $57,354+56.1% | $83,848+6.7% | $64,186+39.4% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -5.94% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,098 | $2,545-56.8% | $3,631-69.7% | $2,381-53.9% |
| Participant deferral / active EE | $2,926 | $2,993-2.3% | $4,082-28.3% | $3,470-15.7% |
| Admin fee / account holder | $8,804 | $4,046+117.6% | $5,478+60.7% | $4,888+80.1% |