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 | $110,323 | $56,484+95.3% | $169,463-34.9% | $64,186+71.9% |
| Participation rate | 97.1% | 64.5%+32.6pp | 77.8%+19.3pp | 69.6%+27.5pp |
| Annual return | -6.65% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,630 | $1,832+43.5% | $4,159-36.8% | $2,381+10.5% |
| Participant deferral / active EE | $5,732 | $3,448+66.2% | $5,277+8.6% | $3,470+65.2% |
| Admin fee / account holder | $3,923 | $4,174-6.0% | $9,109-56.9% | $4,888-19.7% |