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 | $91,684 | $50,958+79.9% | $74,550+23.0% | $64,186+42.8% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -0.53% | -1.86%+1.3pp | 32.53%-33.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $2,537 | $1,115+127.5% | $1,961+29.4% | $2,381+6.6% |
| Participant deferral / active EE | $7,655 | $2,301+232.6% | $3,108+146.3% | $3,470+120.6% |
| Admin fee / account holder | $24,948 | $4,223+490.8% | $5,060+393.1% | $4,888+410.4% |