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 | $86,122 | $71,883+19.8% | $86,677-0.6% | $68,494+25.7% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -10.92% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.1pp |
| Employer contribution / active EE | $4,351 | $2,173+100.3% | $2,836+53.4% | $2,596+67.6% |
| Participant deferral / active EE | $4,735 | $3,779+25.3% | $4,656+1.7% | $4,027+17.6% |
| Admin fee / account holder | $13,487 | $6,112+120.7% | $7,493+80.0% | $5,403+149.6% |