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 | $78,085 | $62,586+24.8% | $76,768+1.7% | $64,186+21.7% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -4.01% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,636 | $1,832+43.9% | $2,485+6.1% | $2,381+10.7% |
| Participant deferral / active EE | $3,846 | $3,145+22.3% | $3,852-0.1% | $3,470+10.9% |
| Admin fee / account holder | $6,245 | $4,667+33.8% | $6,675-6.4% | $4,888+27.8% |