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 | $80,571 | $57,354+40.5% | $83,848-3.9% | $64,186+25.5% |
| Participation rate | 90.4% | 68.6%+21.8pp | 76.1%+14.3pp | 69.6%+20.8pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,712 | $2,545+6.5% | $3,631-25.3% | $2,381+13.9% |
| Participant deferral / active EE | $5,491 | $2,993+83.4% | $4,082+34.5% | $3,470+58.2% |
| Admin fee / account holder | $4,572 | $4,046+13.0% | $5,478-16.5% | $4,888-6.5% |