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 | $94,603 | $86,655+9.2% | $119,609-20.9% | $66,914+41.4% |
| Participation rate | 83.5% | 75.6%+7.9pp | 79.3%+4.2pp | 69.8%+13.7pp |
| Annual return | -17.82% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,656 | $2,536-34.7% | $4,232-60.9% | $2,544-34.9% |
| Participant deferral / active EE | $5,049 | $4,358+15.8% | $5,602-9.9% | $4,237+19.2% |
| Admin fee / account holder | $3,083 | $755+308.5% | $10,323-70.1% | $593+419.7% |