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 | $81,828 | $62,586+30.7% | $76,768+6.6% | $64,186+27.5% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -1.12% | -1.95%+0.8pp | 2.43%-3.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $4,100 | $1,832+123.8% | $2,485+65.0% | $2,381+72.2% |
| Participant deferral / active EE | $8,598 | $3,145+173.4% | $3,852+123.2% | $3,470+147.8% |
| Admin fee / account holder | $8,581 | $4,667+83.9% | $6,675+28.6% | $4,888+75.5% |