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 | $99,010 | $73,004+35.6% | $90,749+9.1% | $68,494+44.6% |
| Participation rate | 93.5% | 70.8%+22.7pp | 75.7%+17.9pp | 67.9%+25.7pp |
| Annual return | -17.57% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,694 | $2,193+114.1% | $2,921+60.7% | $2,596+80.8% |
| Participant deferral / active EE | $6,460 | $3,627+78.1% | $4,564+41.5% | $4,027+60.4% |
| Admin fee / account holder | $9,825 | $5,896+66.6% | $8,445+16.4% | $5,403+81.9% |