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 | $69,732 | $62,586+11.4% | $76,768-9.2% | $64,186+8.6% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -4.14% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,748 | $1,832+50.0% | $2,485+10.6% | $2,381+15.4% |
| Participant deferral / active EE | $6,421 | $3,145+104.2% | $3,852+66.7% | $3,470+85.1% |
| Admin fee / account holder | $4,241 | $4,667-9.1% | $6,675-36.5% | $4,888-13.2% |