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 | $93,438 | $71,883+30.0% | $86,677+7.8% | $68,494+36.4% |
| Participation rate | 70.7% | 72.2%-1.6pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -18.45% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,954 | $2,173+35.9% | $2,836+4.1% | $2,596+13.8% |
| Participant deferral / active EE | $6,326 | $3,779+67.4% | $4,656+35.9% | $4,027+57.1% |
| Admin fee / account holder | $1,817 | $6,112-70.3% | $7,493-75.8% | $5,403-66.4% |