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 | $114,635 | $58,577+95.7% | $83,333+37.6% | $64,186+78.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.21% | 9.65%-14.9pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,933 | $2,098-7.9% | $3,379-42.8% | $2,381-18.8% |
| Participant deferral / active EE | $7,033 | $4,654+51.1% | $5,565+26.4% | $3,470+102.7% |
| Admin fee / account holder | $1,053 | $9,275-88.6% | $7,510-86.0% | $4,888-78.5% |