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 | $86,598 | $43,327+99.9% | $59,878+44.6% | $64,186+34.9% |
| Participation rate | 98.9% | 69.2%+29.7pp | 74.7%+24.2pp | 69.6%+29.3pp |
| Annual return | -4.81% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,254 | $2,028+60.4% | $2,722+19.5% | $2,381+36.7% |
| Participant deferral / active EE | $3,380 | $2,546+32.7% | $3,402-0.7% | $3,470-2.6% |
| Admin fee / account holder | $5,325 | $3,005+77.2% | $3,590+48.3% | $4,888+8.9% |