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 | $84,789 | $50,958+66.4% | $74,550+13.7% | $64,186+32.1% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | -4.93% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,816 | $1,115+62.8% | $1,961-7.4% | $2,381-23.7% |
| Participant deferral / active EE | $2,516 | $2,301+9.3% | $3,108-19.0% | $3,470-27.5% |
| Admin fee / account holder | $13,676 | $4,223+223.9% | $5,060+170.3% | $4,888+179.8% |