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 | $72,664 | $62,586+16.1% | $76,768-5.3% | $64,186+13.2% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -0.96% | -1.95%+1.0pp | 2.43%-3.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,154 | $1,832+17.6% | $2,485-13.3% | $2,381-9.5% |
| Participant deferral / active EE | $2,271 | $3,145-27.8% | $3,852-41.0% | $3,470-34.5% |
| Admin fee / account holder | $4,332 | $4,667-7.2% | $6,675-35.1% | $4,888-11.4% |