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 | $90,501 | $81,900+10.5% | $119,609-24.3% | $68,494+32.1% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -18.45% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,742 | $2,693+38.9% | $4,232-11.6% | $2,596+44.1% |
| Participant deferral / active EE | $4,970 | $4,148+19.8% | $5,602-11.3% | $4,027+23.4% |
| Admin fee / account holder | $10,730 | $6,582+63.0% | $10,323+3.9% | $5,403+98.6% |