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 | $67,697 | $61,660+9.8% | $80,019-15.4% | $64,186+5.5% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | -4.44% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,606 | $1,810+99.2% | $2,468+46.1% | $2,381+51.5% |
| Participant deferral / active EE | $3,631 | $2,968+22.4% | $3,686-1.5% | $3,470+4.7% |
| Admin fee / account holder | $1,333 | $5,417-75.4% | $6,521-79.6% | $4,888-72.7% |