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 | $103,339 | $57,354+80.2% | $83,848+23.2% | $64,186+61.0% |
| Participation rate | 73.2% | 68.6%+4.6pp | 76.1%-2.9pp | 69.6%+3.6pp |
| Annual return | -3.40% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,322 | $2,545-8.8% | $3,631-36.0% | $2,381-2.5% |
| Participant deferral / active EE | $5,526 | $2,993+84.6% | $4,082+35.4% | $3,470+59.3% |
| Admin fee / account holder | $16,719 | $4,046+313.3% | $5,478+205.2% | $4,888+242.0% |