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 | $80,484 | $57,354+40.3% | $83,848-4.0% | $64,186+25.4% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -7.40% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,192 | $2,545-53.2% | $3,631-67.2% | $2,381-49.9% |
| Participant deferral / active EE | $5,701 | $2,993+90.5% | $4,082+39.7% | $3,470+64.3% |
| Admin fee / account holder | $6,762 | $4,046+67.1% | $5,478+23.4% | $4,888+38.3% |