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 | $82,947 | $70,667+17.4% | $123,104-32.6% | $52,331+58.5% |
| Participation rate | 88.8% | 83.7%+5.1pp | 86.8%+2.0pp | 68.1%+20.7pp |
| Annual return | -0.54% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,294 | $2,946+11.8% | $5,151-36.1% | $1,882+75.0% |
| Participant deferral / active EE | $5,545 | $4,493+23.4% | $6,230-11.0% | $3,022+83.5% |
| Admin fee / account holder | $4,709 | $506+829.8% | $9,015-47.8% | $592+696.1% |