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 | $113,000 | $71,883+57.2% | $86,677+30.4% | $68,494+65.0% |
| Participation rate | 92.5% | 72.2%+20.2pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -12.05% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,912 | $2,173-12.0% | $2,836-32.6% | $2,596-26.4% |
| Participant deferral / active EE | $3,147 | $3,779-16.7% | $4,656-32.4% | $4,027-21.8% |
| Admin fee / account holder | $18,043 | $6,112+195.2% | $7,493+140.8% | $5,403+234.0% |