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 | $103,160 | $77,976+32.3% | $81,367+26.8% | $125,391-17.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 82.3%+6.6pp | 83.2%+5.7pp |
| Annual return | 4.08% | -2.85%+6.9pp | -0.92%+5.0pp | 282.22%-278.1pp |
| Employer contribution / active EE | $4,269 | $4,366-2.2% | $3,930+8.6% | $4,866-12.3% |
| Participant deferral / active EE | $3,880 | $5,646-31.3% | $5,383-27.9% | $5,352-27.5% |
| Admin fee / account holder | $2,607 | $12,476-79.1% | $8,926-70.8% | $9,540-72.7% |