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 | $101,495 | $94,529+7.4% | $140,016-27.5% | $64,186+58.1% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -3.89% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,270 | $3,812-40.5% | $5,606-59.5% | $2,381-4.7% |
| Participant deferral / active EE | $6,542 | $5,250+24.6% | $6,927-5.6% | $3,470+88.6% |
| Admin fee / account holder | $2,301 | $6,741-65.9% | $10,705-78.5% | $4,888-52.9% |