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 | $96,679 | $53,596+80.4% | $90,645+6.7% | $64,186+50.6% |
| Participation rate | 96.0% | 64.5%+31.5pp | 74.0%+22.0pp | 69.6%+26.4pp |
| Annual return | -7.31% | 4.41%-11.7pp | 1.88%-9.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,635 | $1,503+208.4% | $2,532+83.1% | $2,381+94.7% |
| Participant deferral / active EE | $7,576 | $2,459+208.1% | $3,425+121.2% | $3,470+118.4% |
| Admin fee / account holder | $9,274 | $3,868+139.8% | $4,994+85.7% | $4,888+89.7% |