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 | $97,174 | $56,484+72.0% | $169,463-42.7% | $64,186+51.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -4.71% | -1.55%-3.2pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $530 | $1,832-71.1% | $4,159-87.3% | $2,381-77.7% |
| Participant deferral / active EE | $4,917 | $3,448+42.6% | $5,277-6.8% | $3,470+41.7% |
| Admin fee / account holder | $767 | $4,174-81.6% | $9,109-91.6% | $4,888-84.3% |