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 | $83,835 | $72,404+15.8% | $110,238-24.0% | $64,186+30.6% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | -2.23% | -6.29%+4.1pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,147 | $2,282+37.9% | $3,826-17.8% | $2,381+32.2% |
| Participant deferral / active EE | $6,875 | $3,469+98.2% | $4,672+47.2% | $3,470+98.2% |
| Admin fee / account holder | $2,175 | $5,664-61.6% | $8,547-74.6% | $4,888-55.5% |