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 | $91,943 | $56,484+62.8% | $169,463-45.7% | $64,186+43.2% |
| Participation rate | 80.6% | 64.5%+16.0pp | 77.8%+2.8pp | 69.6%+11.0pp |
| Annual return | -7.02% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,217 | $1,832-33.6% | $4,159-70.7% | $2,381-48.9% |
| Participant deferral / active EE | $5,610 | $3,448+62.7% | $5,277+6.3% | $3,470+61.7% |
| Admin fee / account holder | $4,363 | $4,174+4.5% | $9,109-52.1% | $4,888-10.7% |