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 | $134,299 | $62,586+114.6% | $76,768+74.9% | $64,186+109.2% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -4.85% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,614 | $1,832-11.9% | $2,485-35.1% | $2,381-32.2% |
| Participant deferral / active EE | $2,304 | $3,145-26.7% | $3,852-40.2% | $3,470-33.6% |
| Admin fee / account holder | $8,602 | $4,667+84.3% | $6,675+28.9% | $4,888+76.0% |