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 | $85,226 | $53,162+60.3% | $91,220-6.6% | $68,494+24.4% |
| Participation rate | 78.8% | 63.2%+15.6pp | 73.2%+5.6pp | 67.9%+10.9pp |
| Annual return | -16.61% | -3.14%-13.5pp | 114.01%-130.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,869 | $1,709+9.3% | $2,850-34.4% | $2,596-28.0% |
| Participant deferral / active EE | $2,243 | $2,974-24.6% | $4,234-47.0% | $4,027-44.3% |
| Admin fee / account holder | $3,750 | $4,493-16.5% | $5,420-30.8% | $5,403-30.6% |