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 | $117,941 | $56,484+108.8% | $169,463-30.4% | $64,186+83.8% |
| Participation rate | 75.8% | 64.5%+11.2pp | 77.8%-2.0pp | 69.6%+6.2pp |
| Annual return | -6.18% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,090 | $1,832+68.6% | $4,159-25.7% | $2,381+29.8% |
| Participant deferral / active EE | $6,245 | $3,448+81.1% | $5,277+18.3% | $3,470+80.0% |
| Admin fee / account holder | $9,321 | $4,174+123.3% | $9,109+2.3% | $4,888+90.7% |