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 | $77,974 | $62,586+24.6% | $76,768+1.6% | $64,186+21.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -5.44% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,931 | $1,832+5.4% | $2,485-22.3% | $2,381-18.9% |
| Participant deferral / active EE | $4,831 | $3,145+53.6% | $3,852+25.4% | $3,470+39.2% |
| Admin fee / account holder | $738 | $4,667-84.2% | $6,675-88.9% | $4,888-84.9% |