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 | $91,880 | $64,707+42.0% | $112,228-18.1% | $68,494+34.1% |
| Participation rate | 74.3% | 67.2%+7.2pp | 75.1%-0.7pp | 67.9%+6.4pp |
| Annual return | -15.49% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,559 | $2,746-43.2% | $3,635-57.1% | $2,596-39.9% |
| Participant deferral / active EE | $5,423 | $3,565+52.1% | $4,728+14.7% | $4,027+34.7% |
| Admin fee / account holder | $7,967 | $5,232+52.3% | $6,410+24.3% | $5,403+47.5% |