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 | $72,654 | $62,586+16.1% | $76,768-5.4% | $64,186+13.2% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -5.07% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,140 | $1,832-37.8% | $2,485-54.1% | $2,381-52.1% |
| Participant deferral / active EE | $2,903 | $3,145-7.7% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $907 | $4,667-80.6% | $6,675-86.4% | $4,888-81.4% |