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 | $101,061 | $62,586+61.5% | $76,768+31.6% | $64,186+57.5% |
| Participation rate | 93.1% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -3.90% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,166 | $1,832+72.8% | $2,485+27.4% | $2,381+33.0% |
| Participant deferral / active EE | $4,058 | $3,145+29.1% | $3,852+5.4% | $3,470+17.0% |
| Admin fee / account holder | $51,027 | $4,667+993.4% | $6,675+664.5% | $4,888+943.9% |