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 | $99,593 | $72,404+37.6% | $110,238-9.7% | $64,186+55.2% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,828 | $2,282+67.8% | $3,8260% | $2,381+60.8% |
| Participant deferral / active EE | $7,897 | $3,469+127.6% | $4,672+69.0% | $3,470+127.6% |
| Admin fee / account holder | $2,304 | $5,664-59.3% | $8,547-73.0% | $4,888-52.9% |