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 | $88,462 | $77,813+13.7% | $123,544-28.4% | $64,186+37.8% |
| Participation rate | 93.0% | 74.7%+18.2pp | 82.3%+10.7pp | 69.6%+23.4pp |
| Annual return | -6.86% | 12.48%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,666 | $3,014-44.7% | $4,628-64.0% | $2,381-30.0% |
| Participant deferral / active EE | $6,749 | $5,240+28.8% | $6,426+5.0% | $3,470+94.5% |
| Admin fee / account holder | $12,729 | $5,519+130.7% | $9,284+37.1% | $4,888+160.4% |