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 | $69,457 | $61,660+12.6% | $80,019-13.2% | $64,186+8.2% |
| Participation rate | 95.4% | 71.7%+23.7pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | -4.19% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,204 | $1,810-33.5% | $2,468-51.2% | $2,381-49.4% |
| Participant deferral / active EE | $2,673 | $2,968-9.9% | $3,686-27.5% | $3,470-23.0% |
| Admin fee / account holder | $1,250 | $5,417-76.9% | $6,521-80.8% | $4,888-74.4% |