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 | $86,159 | $77,813+10.7% | $123,544-30.3% | $64,186+34.2% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -3.19% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,238 | $3,014-25.7% | $4,628-51.6% | $2,381-6.0% |
| Participant deferral / active EE | $2,926 | $5,240-44.2% | $6,426-54.5% | $3,470-15.7% |
| Admin fee / account holder | $514 | $5,519-90.7% | $9,284-94.5% | $4,888-89.5% |