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 | $74,747 | $42,383+76.4% | $76,523-2.3% | $64,186+16.5% |
| Participation rate | 84.6% | 58.1%+26.5pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 3.69% | -16.54%+20.2pp | -0.27%+4.0pp | 7.63%-3.9pp |
| Employer contribution / active EE | $769 | $1,563-50.8% | $2,647-70.9% | $2,381-67.7% |
| Participant deferral / active EE | $2,621 | $2,566+2.1% | $3,835-31.7% | $3,470-24.5% |
| Admin fee / account holder | $2,340 | $3,198-26.8% | $4,848-51.7% | $4,888-52.1% |