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 | $123,535 | $62,586+97.4% | $76,768+60.9% | $64,186+92.5% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -3.31% | -1.95%-1.4pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $7,607 | $1,832+315.3% | $2,485+206.1% | $2,381+219.5% |
| Participant deferral / active EE | $4,268 | $3,145+35.7% | $3,852+10.8% | $3,470+23.0% |
| Admin fee / account holder | $1,239 | $4,667-73.5% | $6,675-81.4% | $4,888-74.7% |