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 | $94,578 | $92,222+2.6% | $76,768+23.2% | $135,375-30.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.48% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $721 | $3,216-77.6% | $2,485-71.0% | $4,779-84.9% |
| Participant deferral / active EE | $2,086 | $4,509-53.7% | $3,852-45.8% | $5,609-62.8% |
| Admin fee / account holder | $2,528 | $10,748-76.5% | $6,675-62.1% | $10,827-76.7% |