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 | $104,023 | $48,265+115.5% | $68,791+51.2% | $68,494+51.9% |
| Participation rate | 87.2% | 60.7%+26.5pp | 69.0%+18.2pp | 67.9%+19.3pp |
| Annual return | -7.59% | -12.71%+5.1pp | -6.38%-1.2pp | -7.84%+0.3pp |
| Employer contribution / active EE | $3,058 | $1,829+67.3% | $2,655+15.2% | $2,596+17.8% |
| Participant deferral / active EE | $5,425 | $2,867+89.3% | $3,941+37.7% | $4,027+34.7% |
| Admin fee / account holder | $3,427 | $4,355-21.3% | $4,932-30.5% | $5,403-36.6% |