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 | $110,186 | $72,388+52.2% | $111,392-1.1% | $64,186+71.7% |
| Participation rate | 83.3% | 70.5%+12.8pp | 78.9%+4.5pp | 69.6%+13.8pp |
| Annual return | -4.51% | -1.50%-3.0pp | -2.06%-2.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,041 | $3,000-32.0% | $4,328-52.8% | $2,381-14.3% |
| Participant deferral / active EE | $3,049 | $4,241-28.1% | $5,567-45.2% | $3,470-12.1% |
| Admin fee / account holder | $5,824 | $5,719+1.8% | $12,266-52.5% | $4,888+19.1% |