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 | $97,850 | $82,032+19.3% | $123,104-20.5% | $59,632+64.1% |
| Participation rate | 87.3% | 83.2%+4.1pp | 86.8%+0.5pp | 68.7%+18.6pp |
| Annual return | -1.36% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,907 | $3,297-11.8% | $5,151-43.6% | $2,203+32.0% |
| Participant deferral / active EE | $4,413 | $4,667-5.4% | $6,230-29.2% | $3,192+38.3% |
| Admin fee / account holder | $4,923 | $5,881-16.3% | $9,015-45.4% | $4,297+14.6% |