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 | $102,810 | $53,596+91.8% | $90,645+13.4% | $64,186+60.2% |
| Participation rate | 93.3% | 64.5%+28.8pp | 74.0%+19.3pp | 69.6%+23.8pp |
| Annual return | -7.01% | 4.41%-11.4pp | 1.88%-8.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,062 | $1,503-29.3% | $2,532-58.1% | $2,381-55.4% |
| Participant deferral / active EE | $4,391 | $2,459+78.6% | $3,425+28.2% | $3,470+26.6% |
| Admin fee / account holder | $918 | $3,868-76.3% | $4,994-81.6% | $4,888-81.2% |