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 | $104,095 | $59,805+74.1% | $79,550+30.9% | $68,494+52.0% |
| Participation rate | 79.0% | 61.1%+18.0pp | 69.5%+9.5pp | 67.9%+11.1pp |
| Annual return | 6.46% | -12.30%+18.8pp | 0.16%+6.3pp | -7.84%+14.3pp |
| Employer contribution / active EE | $1,921 | $1,505+27.6% | $2,413-20.4% | $2,596-26.0% |
| Participant deferral / active EE | $5,023 | $3,024+66.1% | $3,985+26.1% | $4,027+24.7% |
| Admin fee / account holder | $3,936 | $4,835-18.6% | $6,832-42.4% | $5,403-27.2% |