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 | $93,227 | $94,529-1.4% | $140,016-33.4% | $64,186+45.2% |
| Participation rate | 86.4% | 84.1%+2.3pp | 87.5%-1.1pp | 69.6%+16.8pp |
| Annual return | 0.34% | 7.77%-7.4pp | 651.12%-650.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $3,214 | $3,812-15.7% | $5,606-42.7% | $2,381+35.0% |
| Participant deferral / active EE | $3,156 | $5,250-39.9% | $6,927-54.4% | $3,470-9.0% |
| Admin fee / account holder | $3,416 | $6,741-49.3% | $10,705-68.1% | $4,888-30.1% |