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 | $103,542 | $81,900+26.4% | $119,609-13.4% | $68,494+51.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 6.48% | -23.82%+30.3pp | -14.97%+21.5pp | -7.84%+14.3pp |
| Employer contribution / active EE | $2,016 | $2,693-25.1% | $4,232-52.4% | $2,596-22.3% |
| Participant deferral / active EE | $8,807 | $4,148+112.3% | $5,602+57.2% | $4,027+118.7% |
| Admin fee / account holder | $4,120 | $6,582-37.4% | $10,323-60.1% | $5,403-23.7% |