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 | $101,648 | $62,586+62.4% | $76,768+32.4% | $64,186+58.4% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.2pp | 69.6%+17.6pp |
| Annual return | -2.58% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,088 | $1,832+123.2% | $2,485+64.5% | $2,381+71.7% |
| Participant deferral / active EE | $8,232 | $3,145+161.8% | $3,852+113.7% | $3,470+137.3% |
| Admin fee / account holder | $1,844 | $4,667-60.5% | $6,675-72.4% | $4,888-62.3% |