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 | $99,863 | $56,484+76.8% | $169,463-41.1% | $64,186+55.6% |
| Participation rate | 98.2% | 64.5%+33.7pp | 77.8%+20.5pp | 69.6%+28.7pp |
| Annual return | -6.01% | -1.55%-4.5pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,635 | $1,832+98.4% | $4,159-12.6% | $2,381+52.7% |
| Participant deferral / active EE | $6,270 | $3,448+81.9% | $5,277+18.8% | $3,470+80.7% |
| Admin fee / account holder | $11,539 | $4,174+176.4% | $9,109+26.7% | $4,888+136.1% |