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 | $99,130 | $52,836+87.6% | $105,738-6.2% | $64,186+54.4% |
| Participation rate | 75.9% | 66.5%+9.3pp | 76.3%-0.5pp | 69.6%+6.3pp |
| Annual return | -6.03% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,011 | $1,827+10.1% | $3,268-38.5% | $2,381-15.5% |
| Participant deferral / active EE | $4,119 | $2,545+61.8% | $4,080+1.0% | $3,470+18.7% |
| Admin fee / account holder | $11,285 | $3,959+185.1% | $6,913+63.2% | $4,888+130.9% |