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 | $85,868 | $62,586+37.2% | $76,768+11.9% | $64,186+33.8% |
| Participation rate | 92.9% | 72.8%+20.0pp | 77.0%+15.9pp | 69.6%+23.3pp |
| Annual return | -2.36% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,820 | $1,832+54.0% | $2,485+13.5% | $2,381+18.5% |
| Participant deferral / active EE | $3,776 | $3,145+20.1% | $3,852-2.0% | $3,470+8.8% |
| Admin fee / account holder | $993 | $4,667-78.7% | $6,675-85.1% | $4,888-79.7% |