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 | $138,753 | $50,958+172.3% | $74,550+86.1% | $64,186+116.2% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.5pp | 69.6%+6.1pp |
| Annual return | -7.26% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,607 | $1,115+133.8% | $1,961+33.0% | $2,381+9.5% |
| Participant deferral / active EE | $8,435 | $2,301+266.5% | $3,108+171.4% | $3,470+143.1% |
| Admin fee / account holder | $3,583 | $4,223-15.2% | $5,060-29.2% | $4,888-26.7% |