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 | $85,161 | $58,577+45.4% | $83,333+2.2% | $64,186+32.7% |
| Participation rate | 98.0% | 72.0%+26.0pp | 77.8%+20.2pp | 69.6%+28.4pp |
| Annual return | -6.52% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,202 | $2,098-42.7% | $3,379-64.4% | $2,381-49.5% |
| Participant deferral / active EE | $3,422 | $4,654-26.5% | $5,565-38.5% | $3,470-1.4% |
| Admin fee / account holder | $6,176 | $9,275-33.4% | $7,510-17.8% | $4,888+26.3% |