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 | $87,329 | $110,094-20.7% | $151,611-42.4% | $68,494+27.5% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -16.39% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,173 | $4,471-51.4% | $6,166-64.8% | $2,596-16.3% |
| Participant deferral / active EE | $6,378 | $6,527-2.3% | $8,363-23.7% | $4,027+58.4% |
| Admin fee / account holder | $650 | $7,719-91.6% | $11,616-94.4% | $5,403-88.0% |