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 | $83,118 | $53,162+56.3% | $91,220-8.9% | $68,494+21.4% |
| Participation rate | 97.7% | 63.2%+34.5pp | 73.2%+24.5pp | 67.9%+29.8pp |
| Annual return | -17.08% | -3.14%-13.9pp | 114.01%-131.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,931 | $1,709+71.5% | $2,850+2.8% | $2,596+12.9% |
| Participant deferral / active EE | $6,399 | $2,974+115.2% | $4,234+51.1% | $4,027+58.9% |
| Admin fee / account holder | $303 | $4,493-93.3% | $5,420-94.4% | $5,403-94.4% |