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 | $99,767 | $77,813+28.2% | $123,544-19.2% | $64,186+55.4% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -6.89% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,434 | $3,014-19.2% | $4,628-47.4% | $2,381+2.2% |
| Participant deferral / active EE | $13,729 | $5,240+162.0% | $6,426+113.7% | $3,470+295.7% |
| Admin fee / account holder | $6,909 | $5,519+25.2% | $9,284-25.6% | $4,888+41.4% |