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 | $138,758 | $43,327+220.3% | $59,878+131.7% | $64,186+116.2% |
| Participation rate | 96.7% | 69.2%+27.6pp | 74.7%+22.0pp | 69.6%+27.2pp |
| Annual return | -1.15% | -1.55%+0.4pp | 3.46%-4.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,632 | $2,028-19.6% | $2,722-40.0% | $2,381-31.5% |
| Participant deferral / active EE | $1,944 | $2,546-23.6% | $3,402-42.9% | $3,470-44.0% |
| Admin fee / account holder | $21,113 | $3,005+602.6% | $3,590+488.1% | $4,888+331.9% |