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 | $131,424 | $62,586+110.0% | $76,768+71.2% | $64,186+104.8% |
| Participation rate | 75.8% | 72.8%+2.9pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,090 | $1,832+14.1% | $2,485-15.9% | $2,381-12.2% |
| Participant deferral / active EE | $6,515 | $3,145+107.2% | $3,852+69.1% | $3,470+87.8% |
| Admin fee / account holder | $47,177 | $4,667+910.9% | $6,675+606.8% | $4,888+865.1% |