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 | $93,781 | $62,586+49.8% | $76,768+22.2% | $64,186+46.1% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.2pp | 69.6%+17.6pp |
| Annual return | -5.65% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,315 | $1,832-28.2% | $2,485-47.1% | $2,381-44.8% |
| Participant deferral / active EE | $3,565 | $3,145+13.4% | $3,852-7.4% | $3,470+2.8% |
| Admin fee / account holder | $19,310 | $4,667+313.8% | $6,675+189.3% | $4,888+295.1% |