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 | $82,990 | $56,484+46.9% | $169,463-51.0% | $64,186+29.3% |
| Participation rate | 96.9% | 64.5%+32.3pp | 77.8%+19.1pp | 69.6%+27.3pp |
| Annual return | -3.25% | -1.55%-1.7pp | 1.83%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,277 | $1,832+24.3% | $4,159-45.3% | $2,381-4.4% |
| Participant deferral / active EE | $6,804 | $3,448+97.3% | $5,277+28.9% | $3,470+96.1% |
| Admin fee / account holder | $49,083 | $4,174+1075.9% | $9,109+438.8% | $4,888+904.1% |