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 | $86,660 | $77,813+11.4% | $123,544-29.9% | $64,186+35.0% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,741 | $3,014+24.1% | $4,628-19.2% | $2,381+57.2% |
| Participant deferral / active EE | $7,426 | $5,240+41.7% | $6,426+15.6% | $3,470+114.0% |
| Admin fee / account holder | $11,268 | $5,519+104.2% | $9,284+21.4% | $4,888+130.5% |