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 | $114,541 | $57,354+99.7% | $83,848+36.6% | $64,186+78.5% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -6.56% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $718 | $2,545-71.8% | $3,631-80.2% | $2,381-69.8% |
| Participant deferral / active EE | $5,101 | $2,993+70.4% | $4,082+25.0% | $3,470+47.0% |
| Admin fee / account holder | $9,578 | $4,046+136.7% | $5,478+74.8% | $4,888+95.9% |