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 | $90,842 | $64,707+40.4% | $112,228-19.1% | $68,494+32.6% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | 2.13% | -11.40%+13.5pp | 27.45%-25.3pp | -7.84%+10.0pp |
| Employer contribution / active EE | $1,683 | $2,746-38.7% | $3,635-53.7% | $2,596-35.2% |
| Participant deferral / active EE | $3,910 | $3,565+9.7% | $4,728-17.3% | $4,027-2.9% |
| Admin fee / account holder | $8,080 | $5,232+54.4% | $6,410+26.0% | $5,403+49.6% |