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 | $107,384 | $56,484+90.1% | $169,463-36.6% | $64,186+67.3% |
| Participation rate | 96.2% | 64.5%+31.6pp | 77.8%+18.4pp | 69.6%+26.6pp |
| Annual return | -5.74% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,649 | $1,832+99.1% | $4,159-12.3% | $2,381+53.3% |
| Participant deferral / active EE | $3,982 | $3,448+15.5% | $5,277-24.5% | $3,470+14.8% |
| Admin fee / account holder | $3,832 | $4,174-8.2% | $9,109-57.9% | $4,888-21.6% |