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 | $118,774 | $64,707+83.6% | $112,228+5.8% | $68,494+73.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 3.40% | -11.40%+14.8pp | 27.45%-24.0pp | -7.84%+11.2pp |
| Employer contribution / active EE | $1,835 | $2,746-33.2% | $3,635-49.5% | $2,596-29.3% |
| Participant deferral / active EE | $4,674 | $3,565+31.1% | $4,728-1.1% | $4,027+16.1% |
| Admin fee / account holder | $1,050 | $5,232-79.9% | $6,410-83.6% | $5,403-80.6% |