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 | $137,790 | $62,586+120.2% | $76,768+79.5% | $64,186+114.7% |
| Participation rate | 82.8% | 72.8%+9.9pp | 77.0%+5.8pp | 69.6%+13.2pp |
| Annual return | -3.85% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,635 | $1,832-10.7% | $2,485-34.2% | $2,381-31.3% |
| Participant deferral / active EE | $4,816 | $3,145+53.1% | $3,852+25.0% | $3,470+38.8% |
| Admin fee / account holder | $10,820 | $4,667+131.8% | $6,675+62.1% | $4,888+121.3% |