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 | $67,095 | $48,265+39.0% | $68,791-2.5% | $68,494-2.0% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -12.85% | -12.71%-0.1pp | -6.38%-6.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,424 | $1,829+32.5% | $2,655-8.7% | $2,596-6.6% |
| Participant deferral / active EE | $4,440 | $2,867+54.9% | $3,941+12.7% | $4,027+10.3% |
| Admin fee / account holder | $1,165 | $4,355-73.3% | $4,932-76.4% | $5,403-78.4% |