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 | $106,912 | $77,813+37.4% | $123,544-13.5% | $64,186+66.6% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.2pp |
| Annual return | -5.09% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,696 | $3,014-10.6% | $4,628-41.7% | $2,381+13.2% |
| Participant deferral / active EE | $5,746 | $5,240+9.7% | $6,426-10.6% | $3,470+65.6% |
| Admin fee / account holder | $12,689 | $5,519+129.9% | $9,284+36.7% | $4,888+159.6% |