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 | $127,140 | $85,790+48.2% | $67,313+88.9% | $135,375-6.1% |
| Participation rate | 81.3% | 76.5%+4.8pp | 69.1%+12.2pp | 82.6%-1.4pp |
| Annual return | 8.70% | -0.54%+9.2pp | -4.08%+12.8pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,790 | $3,487-20.0% | $2,566+8.8% | $4,779-41.6% |
| Participant deferral / active EE | $8,006 | $4,651+72.1% | $3,568+124.4% | $5,609+42.7% |
| Admin fee / account holder | $7,750 | $6,392+21.2% | $4,507+72.0% | $10,827-28.4% |