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 | $98,325 | $64,707+52.0% | $112,228-12.4% | $68,494+43.6% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -13.67% | -11.40%-2.3pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $17,723 | $2,746+545.4% | $3,635+387.6% | $2,596+582.6% |
| Participant deferral / active EE | $2,806 | $3,565-21.3% | $4,728-40.6% | $4,027-30.3% |
| Admin fee / account holder | $7,084 | $5,232+35.4% | $6,410+10.5% | $5,403+31.1% |