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 | $90,480 | $62,586+44.6% | $76,768+17.9% | $64,186+41.0% |
| Participation rate | 70.5% | 72.8%-2.4pp | 77.0%-6.5pp | 69.6%+0.9pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,664 | $3,145+48.3% | $3,852+21.1% | $3,470+34.4% |
| Admin fee / account holder | $1,411 | $4,667-69.8% | $6,675-78.9% | $4,888-71.1% |