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 | $68,858 | $49,280+39.7% | $67,313+2.3% | $64,186+7.3% |
| Participation rate | 93.8% | 60.8%+33.0pp | 69.1%+24.7pp | 69.6%+24.2pp |
| Annual return | 8.88% | -1.39%+10.3pp | -4.08%+13.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,108 | $1,668+26.3% | $2,566-17.9% | $2,381-11.5% |
| Participant deferral / active EE | $3,247 | $2,484+30.7% | $3,568-9.0% | $3,470-6.4% |
| Admin fee / account holder | $2,524 | $3,863-34.7% | $4,507-44.0% | $4,888-48.4% |