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 | $92,474 | $211,958-56.4% | $169,463-45.4% | $135,375-31.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.43% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,493 | $5,120-31.8% | $4,159-16.0% | $4,779-26.9% |
| Participant deferral / active EE | $9,601 | $6,075+58.0% | $5,277+81.9% | $5,609+71.2% |
| Admin fee / account holder | $1,008 | $11,471-91.2% | $9,109-88.9% | $10,827-90.7% |