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 | $94,075 | $56,484+66.6% | $169,463-44.5% | $64,186+46.6% |
| Participation rate | 70.0% | 64.5%+5.5pp | 77.8%-7.8pp | 69.6%+0.4pp |
| Annual return | -6.23% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,407 | $1,832-23.2% | $4,159-66.2% | $2,381-40.9% |
| Participant deferral / active EE | $3,316 | $3,448-3.8% | $5,277-37.2% | $3,470-4.4% |
| Admin fee / account holder | $2,375 | $4,174-43.1% | $9,109-73.9% | $4,888-51.4% |