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 | $79,816 | $72,404+10.2% | $110,238-27.6% | $64,186+24.4% |
| Participation rate | 92.2% | 73.3%+18.9pp | 79.8%+12.4pp | 69.6%+22.6pp |
| Annual return | -6.00% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,649 | $2,282-27.7% | $3,826-56.9% | $2,381-30.7% |
| Participant deferral / active EE | $4,447 | $3,469+28.2% | $4,672-4.8% | $3,470+28.2% |
| Admin fee / account holder | $7,956 | $5,664+40.5% | $8,547-6.9% | $4,888+62.8% |