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 | $96,865 | $57,354+68.9% | $83,848+15.5% | $64,186+50.9% |
| Participation rate | 76.3% | 68.6%+7.7pp | 76.1%+0.2pp | 69.6%+6.7pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,833 | $2,545+11.3% | $3,631-22.0% | $2,381+19.0% |
| Participant deferral / active EE | $5,842 | $2,993+95.2% | $4,082+43.1% | $3,470+68.4% |
| Admin fee / account holder | $8,433 | $4,046+108.4% | $5,478+53.9% | $4,888+72.5% |