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 | $104,785 | $50,958+105.6% | $74,550+40.6% | $64,186+63.3% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.1%+15.2pp | 69.6%+14.8pp |
| Annual return | -3.09% | -1.86%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $749 | $1,115-32.9% | $1,961-61.8% | $2,381-68.6% |
| Participant deferral / active EE | $3,239 | $2,301+40.7% | $3,108+4.2% | $3,470-6.6% |
| Admin fee / account holder | $5,370 | $4,223+27.2% | $5,060+6.1% | $4,888+9.9% |