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 | $116,245 | $48,265+140.8% | $68,791+69.0% | $68,494+69.7% |
| Participation rate | 75.8% | 60.7%+15.1pp | 69.0%+6.7pp | 67.9%+7.9pp |
| Annual return | -14.90% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,371 | $1,829+29.7% | $2,655-10.7% | $2,596-8.7% |
| Participant deferral / active EE | $5,507 | $2,867+92.1% | $3,941+39.7% | $4,027+36.7% |
| Admin fee / account holder | $5,804 | $4,355+33.3% | $4,932+17.7% | $5,403+7.4% |