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 | $80,797 | $77,813+3.8% | $123,544-34.6% | $64,186+25.9% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.3%+7.6pp | 69.6%+20.3pp |
| Annual return | -7.67% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,329 | $3,014+10.5% | $4,628-28.1% | $2,381+39.8% |
| Participant deferral / active EE | $7,510 | $5,240+43.3% | $6,426+16.9% | $3,470+116.4% |
| Admin fee / account holder | $3,292 | $5,519-40.3% | $9,284-64.5% | $4,888-32.6% |