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 | $75,594 | $62,586+20.8% | $76,768-1.5% | $64,186+17.8% |
| Participation rate | 78.7% | 72.8%+5.9pp | 77.0%+1.7pp | 69.6%+9.1pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,460 | $1,832-20.3% | $2,485-41.3% | $2,381-38.7% |
| Participant deferral / active EE | $3,393 | $3,145+7.9% | $3,852-11.9% | $3,470-2.2% |
| Admin fee / account holder | $8,383 | $4,667+79.6% | $6,675+25.6% | $4,888+71.5% |