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 | $93,145 | $77,813+19.7% | $123,544-24.6% | $64,186+45.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -5.59% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,220 | $3,014+106.4% | $4,628+34.4% | $2,381+161.3% |
| Participant deferral / active EE | $7,105 | $5,240+35.6% | $6,426+10.6% | $3,470+104.8% |
| Admin fee / account holder | $4,123 | $5,519-25.3% | $9,284-55.6% | $4,888-15.6% |