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 | $94,023 | $62,586+50.2% | $76,768+22.5% | $64,186+46.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.59% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $905 | $1,832-50.6% | $2,485-63.6% | $2,381-62.0% |
| Participant deferral / active EE | $4,207 | $3,145+33.8% | $3,852+9.2% | $3,470+21.3% |
| Admin fee / account holder | $7,251 | $4,667+55.4% | $6,675+8.6% | $4,888+48.3% |