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 | $82,130 | $94,529-13.1% | $140,016-41.3% | $64,186+28.0% |
| Participation rate | 95.9% | 84.1%+11.8pp | 87.5%+8.4pp | 69.6%+26.4pp |
| Annual return | -4.86% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,142 | $3,812-70.0% | $5,606-79.6% | $2,381-52.0% |
| Participant deferral / active EE | $5,755 | $5,250+9.6% | $6,927-16.9% | $3,470+65.9% |
| Admin fee / account holder | $4,766 | $6,741-29.3% | $10,705-55.5% | $4,888-2.5% |