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 | $117,545 | $50,958+130.7% | $74,550+57.7% | $64,186+83.1% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | -6.07% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $408 | $1,115-63.4% | $1,961-79.2% | $2,381-82.9% |
| Participant deferral / active EE | $5,211 | $2,301+126.4% | $3,108+67.7% | $3,470+50.2% |
| Admin fee / account holder | $11,636 | $4,223+175.6% | $5,060+130.0% | $4,888+138.1% |