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 | $120,980 | $61,660+96.2% | $80,019+51.2% | $64,186+88.5% |
| Participation rate | 72.8% | 71.7%+1.1pp | 75.8%-3.0pp | 69.6%+3.3pp |
| Annual return | -6.02% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,319 | $1,810-27.1% | $2,468-46.5% | $2,381-44.6% |
| Participant deferral / active EE | $4,773 | $2,968+60.8% | $3,686+29.5% | $3,470+37.6% |
| Admin fee / account holder | $1,994 | $5,417-63.2% | $6,521-69.4% | $4,888-59.2% |