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 | $93,865 | $62,586+50.0% | $76,768+22.3% | $64,186+46.2% |
| Participation rate | 93.8% | 72.8%+21.0pp | 77.0%+16.9pp | 69.6%+24.2pp |
| Annual return | -1.57% | -1.95%+0.4pp | 2.43%-4.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,314 | $1,832+26.3% | $2,485-6.9% | $2,381-2.8% |
| Participant deferral / active EE | $7,908 | $3,145+151.5% | $3,852+105.3% | $3,470+127.9% |
| Admin fee / account holder | $10,731 | $4,667+129.9% | $6,675+60.8% | $4,888+119.5% |