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 | $69,559 | $42,383+64.1% | $76,523-9.1% | $64,186+8.4% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 0.92% | -16.54%+17.5pp | -0.27%+1.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $532 | $1,563-66.0% | $2,647-79.9% | $2,381-77.6% |
| Participant deferral / active EE | $3,894 | $2,566+51.7% | $3,835+1.5% | $3,470+12.2% |
| Admin fee / account holder | $2,894 | $3,198-9.5% | $4,848-40.3% | $4,888-40.8% |