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 | $75,239 | $43,327+73.7% | $59,878+25.7% | $64,186+17.2% |
| Participation rate | 93.6% | 69.2%+24.5pp | 74.7%+18.9pp | 69.6%+24.0pp |
| Annual return | -2.47% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $5,309 | $2,028+161.7% | $2,722+95.1% | $2,381+123.0% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,660 | $3,005+221.5% | $3,590+169.1% | $4,888+97.6% |