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 | $70,758 | $62,586+13.1% | $76,768-7.8% | $64,186+10.2% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | 4.72% | -1.95%+6.7pp | 2.43%+2.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $2,800 | $1,832+52.8% | $2,485+12.7% | $2,381+17.6% |
| Participant deferral / active EE | $1,626 | $3,145-48.3% | $3,852-57.8% | $3,470-53.1% |
| Admin fee / account holder | $6,468 | $4,667+38.6% | $6,675-3.1% | $4,888+32.3% |