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 | $104,155 | $58,577+77.8% | $83,333+25.0% | $64,186+62.3% |
| Participation rate | 93.3% | 72.0%+21.3pp | 77.8%+15.6pp | 69.6%+23.8pp |
| Annual return | -5.73% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,219 | $2,098-41.9% | $3,379-63.9% | $2,381-48.8% |
| Participant deferral / active EE | $3,661 | $4,654-21.3% | $5,565-34.2% | $3,470+5.5% |
| Admin fee / account holder | $8,472 | $9,275-8.7% | $7,510+12.8% | $4,888+73.3% |