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 | $109,663 | $43,327+153.1% | $59,878+83.1% | $64,186+70.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.12% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $5,346 | $2,028+163.6% | $2,722+96.4% | $2,381+124.6% |
| Participant deferral / active EE | $3,697 | $2,546+45.2% | $3,402+8.7% | $3,470+6.5% |
| Admin fee / account holder | $5,643 | $3,005+87.8% | $3,590+57.2% | $4,888+15.4% |