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 | $126,947 | $77,813+63.1% | $123,544+2.8% | $64,186+97.8% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -5.20% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,981 | $3,014-1.1% | $4,628-35.6% | $2,381+25.2% |
| Participant deferral / active EE | $6,098 | $5,240+16.4% | $6,426-5.1% | $3,470+75.7% |
| Admin fee / account holder | $36,338 | $5,519+558.5% | $9,284+291.4% | $4,888+643.4% |