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 | $99,340 | $61,660+61.1% | $80,019+24.1% | $64,186+54.8% |
| Participation rate | 95.8% | 71.7%+24.1pp | 75.8%+20.0pp | 69.6%+26.3pp |
| Annual return | -4.19% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $8,324 | $1,810+359.8% | $2,468+237.3% | $2,381+249.6% |
| Participant deferral / active EE | $8,625 | $2,968+190.7% | $3,686+134.0% | $3,470+148.6% |
| Admin fee / account holder | $4,513 | $5,417-16.7% | $6,521-30.8% | $4,888-7.7% |