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 | $87,876 | $75,935+15.7% | $60,547+45.1% | $125,391-29.9% |
| Participation rate | 72.2% | 76.5%-4.3pp | 68.0%+4.3pp | 83.2%-11.0pp |
| Annual return | -0.02% | -5.38%+5.4pp | 335.64%-335.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,579 | $3,438-25.0% | $2,419+6.6% | $4,866-47.0% |
| Participant deferral / active EE | $3,864 | $4,506-14.3% | $3,328+16.1% | $5,352-27.8% |
| Admin fee / account holder | $627 | $6,768-90.7% | $4,536-86.2% | $9,540-93.4% |