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 | $72,746 | $56,484+28.8% | $169,463-57.1% | $64,186+13.3% |
| Participation rate | 89.3% | 64.5%+24.7pp | 77.8%+11.5pp | 69.6%+19.7pp |
| Annual return | -5.57% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,591 | $1,832-13.2% | $4,159-61.7% | $2,381-33.2% |
| Participant deferral / active EE | $4,439 | $3,448+28.7% | $5,277-15.9% | $3,470+27.9% |
| Admin fee / account holder | $7,390 | $4,174+77.0% | $9,109-18.9% | $4,888+51.2% |