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 | $89,622 | $62,586+43.2% | $76,768+16.7% | $64,186+39.6% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -1.22% | -1.95%+0.7pp | 2.43%-3.6pp | 7.63%-8.9pp |
| Employer contribution / active EE | $5,143 | $1,832+180.7% | $2,485+106.9% | $2,381+116.0% |
| Participant deferral / active EE | $5,231 | $3,145+66.4% | $3,852+35.8% | $3,470+50.8% |
| Admin fee / account holder | $33,094 | $4,667+609.1% | $6,675+395.8% | $4,888+577.0% |