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 | $98,816 | $82,664+19.5% | $125,339-21.2% | $68,494+44.3% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,395 | $3,381+0.4% | $4,814-29.5% | $2,596+30.8% |
| Participant deferral / active EE | $9,516 | $6,110+55.7% | $7,446+27.8% | $4,027+136.3% |
| Admin fee / account holder | $915 | $6,275-85.4% | $10,010-90.9% | $5,403-83.1% |