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 | $84,894 | $62,586+35.6% | $76,768+10.6% | $64,186+32.3% |
| Participation rate | 89.9% | 72.8%+17.0pp | 77.0%+12.9pp | 69.6%+20.3pp |
| Annual return | -3.10% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,408 | $1,832+31.4% | $2,485-3.1% | $2,381+1.1% |
| Participant deferral / active EE | $5,316 | $3,145+69.1% | $3,852+38.0% | $3,470+53.2% |
| Admin fee / account holder | $7,891 | $4,667+69.1% | $6,675+18.2% | $4,888+61.4% |