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 | $88,601 | $43,327+104.5% | $59,878+48.0% | $64,186+38.0% |
| Participation rate | 94.1% | 69.2%+25.0pp | 74.7%+19.4pp | 69.6%+24.5pp |
| Annual return | -4.51% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $9,982 | $2,028+392.1% | $2,722+266.8% | $2,381+319.3% |
| Participant deferral / active EE | $9,778 | $2,546+284.1% | $3,402+187.4% | $3,470+181.8% |
| Admin fee / account holder | $12,135 | $3,005+303.8% | $3,590+238.0% | $4,888+148.3% |