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 | $85,566 | $77,813+10.0% | $123,544-30.7% | $64,186+33.3% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -3.04% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,078 | $3,014-31.1% | $4,628-55.1% | $2,381-12.7% |
| Participant deferral / active EE | $4,620 | $5,240-11.8% | $6,426-28.1% | $3,470+33.2% |
| Admin fee / account holder | $27,751 | $5,519+402.9% | $9,284+198.9% | $4,888+467.7% |