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 | $119,625 | $56,484+111.8% | $169,463-29.4% | $64,186+86.4% |
| Participation rate | 77.5% | 64.5%+13.0pp | 77.8%-0.3pp | 69.6%+7.9pp |
| Annual return | -4.37% | -1.55%-2.8pp | 1.83%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,859 | $1,832+219.7% | $4,159+40.9% | $2,381+146.1% |
| Participant deferral / active EE | $5,054 | $3,448+46.6% | $5,277-4.2% | $3,470+45.7% |
| Admin fee / account holder | $19,270 | $4,174+361.6% | $9,109+111.5% | $4,888+294.2% |