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 | $84,834 | $69,010+22.9% | $159,960-47.0% | $68,494+23.9% |
| Participation rate | 70.3% | 65.4%+4.9pp | 78.0%-7.6pp | 67.9%+2.4pp |
| Annual return | -17.78% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $646 | $2,213-70.8% | $4,226-84.7% | $2,596-75.1% |
| Participant deferral / active EE | $4,722 | $4,212+12.1% | $6,182-23.6% | $4,027+17.3% |
| Admin fee / account holder | $7,778 | $4,798+62.1% | $8,698-10.6% | $5,403+44.0% |