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 | $88,735 | $71,883+23.4% | $86,677+2.4% | $68,494+29.6% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+19.0pp |
| Annual return | -16.95% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,294 | $2,173-40.5% | $2,836-54.4% | $2,596-50.2% |
| Participant deferral / active EE | $5,439 | $3,779+43.9% | $4,656+16.8% | $4,027+35.1% |
| Admin fee / account holder | $2,515 | $6,112-58.8% | $7,493-66.4% | $5,403-53.4% |