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 | $104,488 | $48,265+116.5% | $68,791+51.9% | $68,494+52.5% |
| Participation rate | 79.7% | 60.7%+19.0pp | 69.0%+10.7pp | 67.9%+11.8pp |
| Annual return | -16.29% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,064 | $1,829+12.9% | $2,655-22.3% | $2,596-20.5% |
| Participant deferral / active EE | $5,630 | $2,867+96.4% | $3,941+42.9% | $4,027+39.8% |
| Admin fee / account holder | $1,768 | $4,355-59.4% | $4,932-64.1% | $5,403-67.3% |