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 | $111,467 | $57,354+94.4% | $83,848+32.9% | $64,186+73.7% |
| Participation rate | 91.1% | 68.6%+22.5pp | 76.1%+15.0pp | 69.6%+21.5pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,748 | $2,545-31.3% | $3,631-51.8% | $2,381-26.6% |
| Participant deferral / active EE | $4,857 | $2,993+62.3% | $4,082+19.0% | $3,470+40.0% |
| Admin fee / account holder | $1,905 | $4,046-52.9% | $5,478-65.2% | $4,888-61.0% |