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 | $103,839 | $50,958+103.8% | $74,550+39.3% | $64,186+61.8% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -6.03% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,112 | $1,115-0.3% | $1,961-43.3% | $2,381-53.3% |
| Participant deferral / active EE | $4,447 | $2,301+93.2% | $3,108+43.1% | $3,470+28.2% |
| Admin fee / account holder | $12,275 | $4,223+190.7% | $5,060+142.6% | $4,888+151.1% |