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 | $103,900 | $56,484+83.9% | $169,463-38.7% | $64,186+61.9% |
| Participation rate | 82.9% | 64.5%+18.4pp | 77.8%+5.1pp | 69.6%+13.4pp |
| Annual return | -6.14% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,018 | $1,832+10.1% | $4,159-51.5% | $2,381-15.2% |
| Participant deferral / active EE | $11,838 | $3,448+243.3% | $5,277+124.3% | $3,470+241.2% |
| Admin fee / account holder | $13,196 | $4,174+216.1% | $9,109+44.9% | $4,888+170.0% |