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 | $131,721 | $62,586+110.5% | $76,768+71.6% | $64,186+105.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -4.21% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,404 | $1,832-23.3% | $2,485-43.5% | $2,381-41.0% |
| Participant deferral / active EE | $5,054 | $3,145+60.7% | $3,852+31.2% | $3,470+45.7% |
| Admin fee / account holder | $9,911 | $4,667+112.4% | $6,675+48.5% | $4,888+102.8% |