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 | $88,976 | $49,280+80.6% | $67,313+32.2% | $64,186+38.6% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.1%+14.3pp | 69.6%+13.8pp |
| Annual return | -2.85% | -1.39%-1.5pp | -4.08%+1.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,439 | $1,668+46.2% | $2,566-4.9% | $2,381+2.4% |
| Participant deferral / active EE | $5,442 | $2,484+119.1% | $3,568+52.5% | $3,470+56.8% |
| Admin fee / account holder | $7,287 | $3,863+88.7% | $4,507+61.7% | $4,888+49.1% |