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 | $106,056 | $53,596+97.9% | $90,645+17.0% | $64,186+65.2% |
| Participation rate | 75.0% | 64.5%+10.5pp | 74.0%+1.0pp | 69.6%+5.4pp |
| Annual return | -4.43% | 4.41%-8.8pp | 1.88%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,347 | $2,459+158.2% | $3,425+85.3% | $3,470+82.9% |
| Admin fee / account holder | $3,304 | $3,868-14.6% | $4,994-33.8% | $4,888-32.4% |