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 | $82,366 | $49,280+67.1% | $67,313+22.4% | $64,186+28.3% |
| Participation rate | 93.5% | 60.8%+32.8pp | 69.1%+24.5pp | 69.6%+24.0pp |
| Annual return | -5.77% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,528 | $1,668+111.5% | $2,566+37.5% | $2,381+48.2% |
| Participant deferral / active EE | $1,976 | $2,484-20.4% | $3,568-44.6% | $3,470-43.0% |
| Admin fee / account holder | $10,934 | $3,863+183.1% | $4,507+142.6% | $4,888+123.7% |