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 | $128,282 | $61,660+108.0% | $80,019+60.3% | $64,186+99.9% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.8%+20.3pp | 69.6%+26.6pp |
| Annual return | -3.12% | -0.33%-2.8pp | 11.22%-14.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,210 | $1,810-33.1% | $2,468-51.0% | $2,381-49.2% |
| Participant deferral / active EE | $4,347 | $2,968+46.5% | $3,686+17.9% | $3,470+25.3% |
| Admin fee / account holder | $33,789 | $5,417+523.7% | $6,521+418.2% | $4,888+591.3% |