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 | $82,371 | $49,177+67.5% | $79,464+3.7% | $64,186+28.3% |
| Participation rate | 97.6% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+28.0pp |
| Annual return | -6.78% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,722 | $2,076-17.1% | $2,800-38.5% | $2,381-27.7% |
| Participant deferral / active EE | $3,180 | $2,821+12.7% | $3,704-14.1% | $3,470-8.3% |
| Admin fee / account holder | $1,535 | $3,839-60.0% | $5,113-70.0% | $4,888-68.6% |