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 | $105,388 | $76,401+37.9% | $106,387-0.9% | $64,186+64.2% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.5%+19.0pp | 69.6%+26.9pp |
| Annual return | -3.42% | -2.19%-1.2pp | 0.25%-3.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,990 | $2,680+11.6% | $3,520-15.0% | $2,381+25.6% |
| Participant deferral / active EE | $5,159 | $4,274+20.7% | $5,421-4.8% | $3,470+48.7% |
| Admin fee / account holder | $2,313 | $4,610-49.8% | $7,510-69.2% | $4,888-52.7% |