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 | $119,992 | $62,586+91.7% | $76,768+56.3% | $64,186+86.9% |
| Participation rate | 88.5% | 72.8%+15.6pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -2.76% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,453 | $1,832+88.5% | $2,485+39.0% | $2,381+45.0% |
| Participant deferral / active EE | $2,168 | $3,145-31.0% | $3,852-43.7% | $3,470-37.5% |
| Admin fee / account holder | $2,090 | $4,667-55.2% | $6,675-68.7% | $4,888-57.2% |