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 | $67,620 | $61,660+9.7% | $80,019-15.5% | $64,186+5.4% |
| Participation rate | 92.6% | 71.7%+21.0pp | 75.8%+16.8pp | 69.6%+23.1pp |
| Annual return | -6.99% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,473 | $1,810+36.6% | $2,468+0.2% | $2,381+3.9% |
| Participant deferral / active EE | $4,032 | $2,968+35.9% | $3,686+9.4% | $3,470+16.2% |
| Admin fee / account holder | $860 | $5,417-84.1% | $6,521-86.8% | $4,888-82.4% |