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 | $107,072 | $49,280+117.3% | $67,313+59.1% | $64,186+66.8% |
| Participation rate | 88.5% | 60.8%+27.7pp | 69.1%+19.4pp | 69.6%+18.9pp |
| Annual return | -5.45% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,296 | $1,668+37.6% | $2,566-10.5% | $2,381-3.5% |
| Participant deferral / active EE | $5,178 | $2,484+108.4% | $3,568+45.1% | $3,470+49.2% |
| Admin fee / account holder | $1,351 | $3,863-65.0% | $4,507-70.0% | $4,888-72.4% |