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 | $102,964 | $54,726+88.1% | $68,793+49.7% | $64,186+60.4% |
| Participation rate | 94.1% | 68.0%+26.1pp | 72.2%+21.9pp | 69.6%+24.5pp |
| Annual return | -4.60% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,174 | $1,846+71.9% | $2,625+20.9% | $2,381+33.3% |
| Participant deferral / active EE | $7,608 | $2,626+189.7% | $3,311+129.8% | $3,470+119.3% |
| Admin fee / account holder | $6,118 | $4,027+51.9% | $5,131+19.2% | $4,888+25.2% |