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 | $114,476 | $61,660+85.7% | $80,019+43.1% | $64,186+78.4% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.6%+18.7pp |
| Annual return | -7.51% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $756 | $1,810-58.3% | $2,468-69.4% | $2,381-68.3% |
| Participant deferral / active EE | $3,374 | $2,968+13.7% | $3,686-8.5% | $3,470-2.8% |
| Admin fee / account holder | $4,700 | $5,417-13.2% | $6,521-27.9% | $4,888-3.8% |