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 | $91,334 | $57,354+59.2% | $83,848+8.9% | $64,186+42.3% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -7.54% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,254 | $2,545-11.4% | $3,631-37.9% | $2,381-5.3% |
| Participant deferral / active EE | $5,241 | $2,993+75.1% | $4,082+28.4% | $3,470+51.0% |
| Admin fee / account holder | $569 | $4,046-85.9% | $5,478-89.6% | $4,888-88.4% |