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 | $117,378 | $49,280+138.2% | $67,313+74.4% | $64,186+82.9% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -2.96% | -1.39%-1.6pp | -4.08%+1.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,092 | $1,668+85.3% | $2,566+20.5% | $2,381+29.9% |
| Participant deferral / active EE | $7,873 | $2,484+216.9% | $3,568+120.6% | $3,470+126.9% |
| Admin fee / account holder | $4,123 | $3,863+6.7% | $4,507-8.5% | $4,888-15.7% |