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 | $126,468 | $56,484+123.9% | $169,463-25.4% | $64,186+97.0% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -7.84% | -1.55%-6.3pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,352 | $1,832-26.2% | $4,159-67.5% | $2,381-43.2% |
| Participant deferral / active EE | $4,944 | $3,448+43.4% | $5,277-6.3% | $3,470+42.5% |
| Admin fee / account holder | $988 | $4,174-76.3% | $9,109-89.1% | $4,888-79.8% |