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 | $109,304 | $62,586+74.6% | $76,768+42.4% | $64,186+70.3% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $9,707 | $1,832+429.8% | $2,485+290.6% | $2,381+307.7% |
| Participant deferral / active EE | $3,898 | $3,145+24.0% | $3,852+1.2% | $3,470+12.4% |
| Admin fee / account holder | $3,515 | $4,667-24.7% | $6,675-47.3% | $4,888-28.1% |