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 | $82,469 | $61,660+33.7% | $80,019+3.1% | $64,186+28.5% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | -7.17% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,661 | $1,810-8.3% | $2,468-32.7% | $2,381-30.2% |
| Participant deferral / active EE | $2,763 | $2,968-6.9% | $3,686-25.0% | $3,470-20.4% |
| Admin fee / account holder | $1,406 | $5,417-74.0% | $6,521-78.4% | $4,888-71.2% |