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 | $106,918 | $59,805+78.8% | $79,550+34.4% | $68,494+56.1% |
| Participation rate | 94.9% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.0pp |
| Annual return | -7.03% | -12.30%+5.3pp | 0.16%-7.2pp | -7.84%+0.8pp |
| Employer contribution / active EE | $3,411 | $1,505+126.6% | $2,413+41.3% | $2,596+31.4% |
| Participant deferral / active EE | $6,975 | $3,024+130.6% | $3,985+75.0% | $4,027+73.2% |
| Admin fee / account holder | $7,140 | $4,835+47.7% | $6,832+4.5% | $5,403+32.2% |