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 | $121,214 | $49,280+146.0% | $67,313+80.1% | $64,186+88.8% |
| Participation rate | 76.9% | 60.8%+16.1pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | -5.10% | -1.39%-3.7pp | -4.08%-1.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,414 | $1,668-15.3% | $2,566-44.9% | $2,381-40.6% |
| Participant deferral / active EE | $2,996 | $2,484+20.6% | $3,568-16.0% | $3,470-13.6% |
| Admin fee / account holder | $18,195 | $3,863+371.1% | $4,507+303.7% | $4,888+272.2% |