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 | $128,937 | $62,586+106.0% | $76,768+68.0% | $64,186+100.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -7.35% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,348 | $1,832+82.8% | $2,485+34.7% | $2,381+40.6% |
| Participant deferral / active EE | $8,891 | $3,145+182.7% | $3,852+130.8% | $3,470+156.2% |
| Admin fee / account holder | $3,856 | $4,667-17.4% | $6,675-42.2% | $4,888-21.1% |