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 | $67,260 | $62,586+7.5% | $76,768-12.4% | $64,186+4.8% |
| Participation rate | 82.1% | 72.8%+9.2pp | 77.0%+5.1pp | 69.6%+12.5pp |
| Annual return | -5.06% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,476 | $1,832+89.7% | $2,485+39.9% | $2,381+46.0% |
| Participant deferral / active EE | $3,188 | $3,145+1.4% | $3,852-17.2% | $3,470-8.1% |
| Admin fee / account holder | $20,752 | $4,667+344.7% | $6,675+210.9% | $4,888+324.6% |