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 | $98,989 | $54,350+82.1% | $82,719+19.7% | $68,494+44.5% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -0.36% | -13.67%+13.3pp | 701.18%-701.5pp | -7.84%+7.5pp |
| Employer contribution / active EE | $1,802 | $2,218-18.7% | $3,009-40.1% | $2,596-30.6% |
| Participant deferral / active EE | $4,623 | $3,246+42.4% | $4,395+5.2% | $4,027+14.8% |
| Admin fee / account holder | $4,170 | $4,395-5.1% | $5,329-21.7% | $5,403-22.8% |