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 | $133,281 | $61,660+116.2% | $80,019+66.6% | $64,186+107.6% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.8%+9.5pp | 69.6%+15.8pp |
| Annual return | -7.45% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $986 | $1,810-45.6% | $2,468-60.1% | $2,381-58.6% |
| Participant deferral / active EE | $5,494 | $2,968+85.1% | $3,686+49.1% | $3,470+58.4% |
| Admin fee / account holder | $10,652 | $5,417+96.6% | $6,521+63.3% | $4,888+117.9% |