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 | $93,051 | $77,813+19.6% | $123,544-24.7% | $64,186+45.0% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.90% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,906 | $3,014+29.6% | $4,628-15.6% | $2,381+64.1% |
| Participant deferral / active EE | $8,941 | $5,240+70.6% | $6,426+39.1% | $3,470+157.7% |
| Admin fee / account holder | $9,910 | $5,519+79.6% | $9,284+6.7% | $4,888+102.7% |