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 9-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 | $137,901 | $62,586+120.3% | $76,768+79.6% | $64,186+114.8% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | 1.69% | -1.95%+3.6pp | 2.43%-0.7pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,778 | $1,832-3.0% | $2,485-28.5% | $2,381-25.3% |
| Participant deferral / active EE | $5,754 | $3,145+83.0% | $3,852+49.4% | $3,470+65.8% |
| Admin fee / account holder | $118,706 | $4,667+2443.6% | $6,675+1678.4% | $4,888+2328.5% |