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 | $93,241 | $76,000+22.7% | $154,107-39.5% | $64,186+45.3% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,854 | $3,351-14.8% | $5,298-46.1% | $2,381+19.9% |
| Participant deferral / active EE | $7,071 | $3,175+122.7% | $5,081+39.2% | $3,470+103.8% |
| Admin fee / account holder | $3,239 | $5,596-42.1% | $13,411-75.8% | $4,888-33.7% |