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 | $115,213 | $54,726+110.5% | $68,793+67.5% | $64,186+79.5% |
| Participation rate | 77.5% | 68.0%+9.5pp | 72.2%+5.3pp | 69.6%+7.9pp |
| Annual return | -7.25% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,661 | $1,846+44.1% | $2,625+1.4% | $2,381+11.8% |
| Participant deferral / active EE | $6,732 | $2,626+156.3% | $3,311+103.3% | $3,470+94.0% |
| Admin fee / account holder | $26,880 | $4,027+567.5% | $5,131+423.9% | $4,888+449.9% |