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 | $93,785 | $75,935+23.5% | $60,547+54.9% | $125,391-25.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 68.0%+22.0pp | 83.2%+6.8pp |
| Annual return | -2.46% | -5.38%+2.9pp | 335.64%-338.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,717 | $3,438-21.0% | $2,419+12.3% | $4,866-44.2% |
| Participant deferral / active EE | $5,684 | $4,506+26.1% | $3,328+70.8% | $5,352+6.2% |
| Admin fee / account holder | $370 | $6,768-94.5% | $4,536-91.8% | $9,540-96.1% |