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 | $89,952 | $62,586+43.7% | $76,768+17.2% | $64,186+40.1% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,867 | $1,832+1.9% | $2,485-24.9% | $2,381-21.6% |
| Participant deferral / active EE | $4,964 | $3,145+57.9% | $3,852+28.9% | $3,470+43.1% |
| Admin fee / account holder | $2,168 | $4,667-53.5% | $6,675-67.5% | $4,888-55.6% |