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 | $73,615 | $62,586+17.6% | $76,768-4.1% | $64,186+14.7% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -3.50% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,143 | $1,832-37.6% | $2,485-54.0% | $2,381-52.0% |
| Participant deferral / active EE | $4,571 | $3,145+45.4% | $3,852+18.7% | $3,470+31.8% |
| Admin fee / account holder | $1,248 | $4,667-73.3% | $6,675-81.3% | $4,888-74.5% |