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 | $83,757 | $65,703+27.5% | $94,224-11.1% | $59,632+40.5% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | -0.79% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,709 | $2,021-15.4% | $3,587-52.4% | $2,203-22.4% |
| Participant deferral / active EE | $5,719 | $3,143+82.0% | $4,320+32.4% | $3,192+79.2% |
| Admin fee / account holder | $1,832 | $4,264-57.0% | $6,269-70.8% | $4,297-57.4% |