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 | $119,319 | $61,660+93.5% | $80,019+49.1% | $64,186+85.9% |
| Participation rate | 70.7% | 71.7%-1.0pp | 75.8%-5.1pp | 69.6%+1.1pp |
| Annual return | -6.33% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $621 | $1,810-65.7% | $2,468-74.8% | $2,381-73.9% |
| Participant deferral / active EE | $3,723 | $2,968+25.4% | $3,686+1.0% | $3,470+7.3% |
| Admin fee / account holder | $11,226 | $5,417+107.2% | $6,521+72.2% | $4,888+129.7% |