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 | $132,585 | $61,660+115.0% | $80,019+65.7% | $64,186+106.6% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.8%+12.5pp | 69.6%+18.7pp |
| Annual return | -5.22% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,488 | $1,810+37.4% | $2,468+0.8% | $2,381+4.5% |
| Participant deferral / active EE | $4,785 | $2,968+61.2% | $3,686+29.8% | $3,470+37.9% |
| Admin fee / account holder | $5,451 | $5,417+0.6% | $6,521-16.4% | $4,888+11.5% |