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 | $84,087 | $57,354+46.6% | $83,848+0.3% | $64,186+31.0% |
| Participation rate | 81.3% | 68.6%+12.7pp | 76.1%+5.2pp | 69.6%+11.8pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,051 | $2,545-58.7% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $3,427 | $2,993+14.5% | $4,082-16.0% | $3,470-1.2% |
| Admin fee / account holder | $816 | $4,046-79.8% | $5,478-85.1% | $4,888-83.3% |